Waterly's "Download CSV" button puts the data in a very friendly format if you're a computer or a database. However, if you are just wanting to see a report very similar to what you likely used to have, we created a tool (the Waterly Excel Transformer) to convert it for you in a few seconds. Here are the steps to use it:
- Download our Excel Transformer add-in tool to reformat CSV reports. It will look like this in your download location:
- Download the monthly or daily CSV report you want to convert from the Waterly Reports Page. Save the CSV (leave it in the native CSV format) somewhere you'll remember.
- Open the Excel add-in tool you downloaded in Step 1.
- You will have to ENABLE MACROS (they are safe) and allow editing of the workbook.
- Click the Create Table button in the workbook and follow the instructions to load the CSV. It should look like this (with no yellow bars at the top)
- It will reformat your CSV as a "wide view" Excel file at the bottom of the workbook tab!