Waterly Rounds Update 2026-08-10
Updates
Features
New Reports Interface
The New Reports interface that you have been able to preview for a while is now the default experience in waterly. Please see our demo video for a brief tour of the changes.
A few key highlights:
1. There is now a "Data Entry" Navigation item in the side menu. You need to click on this to navigate to your different systems and do data entry as you are used to.

2. In Edit Mode: Editing a Report Group allows you to add new reports to the group. Note: you can only add reports that are from the same system.

3. In Edit mode you can click on multiple reports to put them into a new Report Group. Please note that you can only group reports that share the same system.

4. Choosing Report timeframes: You might be asking where you choose the report timeframe now. This selection now comes up any time you choose to preview, generate a PDF, or generate an excel download.

5. Filtering your Reports: You can now filter your reports, and most notably see all the reports across all the systems in your organization that you have access to. Any selected filters will work in conjunction with any search terms you have entered to narrow down your results. Additionally, all your search and filter terms are reflected in the web address which allows you to create a bookmark and save your searches. 
Organization Branding for Analytic Report Emails - Email notification for sharing analytic reports now show the name of the organization sending the report and the emails are labeled as "Powered by Waterly".
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Ongoing Improvements
At Waterly, we're always working behind the scenes to make your experience smoother and more reliable. This release includes several small improvements designed to enhance your day-to-day use of the platform.
Keep those ideas coming!
