Waterly Rounds Update 2026-06-08

Annual Reports

We have been adding some exciting new features that allow for the creation of Multi-Site annual reports where metrics can be rolled up on a quarterly or monthly basis. There is also the ability to add calculations directly to a report. This functionality is still under construction so we have not rolled out the tools for you to configure these reports for yourself, but we would love to work with you.

If you have a need for annual reports with rollups out of Waterly Rounds and would like to explore if the new feature could be of use to you feel free to book some time with Product. .

Hide Data Sites

There is now a system setting that allows you to hide Data Sites for all the users in your system when not in edit mode. This allows organizations that use Flex Forms to make it so that those are the only forms that show during data entry. 

Fixes

• Fixed monthly aggregate display behavior so affected daily views can show the expected monthly aggregate value.
• Updated Analytics report snapshot handling so report dates stay aligned when snapshots are regenerated, retried, or rebuilt.
• Updated Standard Reports so archived metrics and empty process sections stay out of report output.
• Fixed an issue on a Flex Form where the Data Entry Completion toggle wasn't working

Ongoing Improvements

We made under the hood improvements to reporting snapshots, calculation behavior, component restore workflows, weather integration foundations, database alignment, and metric range configuration.

This release also includes internal maintenance and workflow updates that help keep Waterly stable and maintainable.

Keep those ideas coming!