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Windward AutoTag

Overview

AutoTag, an add-in for Microsoft Word, Excel and PowerPoint, is an easy and powerful desktop reporting solution that allows companies of all sizes to design reports and documents that convey critical, up-to-date business information in a visually impressive format.

Target Users

AutoTag is for companies that want to put the power of report design and generation into the hands of business professionals, thereby freeing up IT staff to focus on other work. Many reporting, docgen and mail merge programs on the market today require significant IT involvement. Because AutoTag users design reports in Microsoft Office and can run, schedule and distribute reports with a few button clicks, there is little learning curve.

Use cases include:

  • Full-featured reporting with sophisticated scheduling
  • Robust document generation, content management and document production
  • Simple-to-use business intelligence centered on the Microsoft Office user interface

What AutoTag Provides:

A Complete Reporting System

A desktop reporting system encompasses the processes of designing, generating and distributing reports. Reports are simply ways to present data and include items such as invoices, inventory tallies, financial statements, insurance policies, customer account summaries, product usage reports, and even certificates and letters.

 Reporting Functionality

  • Design
  • Automation
  • Scheduling
  • Sharing

Reporting Uses

  • Create up-to-date reports without taxing IT resources
  • Automatically save multiple versions of templates and auto-generated reports
  • Merge data from multiple formats and in multiple, disparate data sources
  • Access, update and view reports and templates
  • Schedule reports to be generated at specific times and tasks to be emailed at specific times

A Comprehensive Document Generation System

Document generation is an automated way of producing (ie. generating and distributing) a document. The user creates a template; when the document is generated, specific information populates the template. AutoTag connects a template created in Microsoft Office document with data from your database or other data source and generates documents in a wide variety of formats.

Document Generation Functionality

  • Design
  • Automation
  • Scheduling
  • Sharing

Document Generation Uses

  • Make documents easier to find, create and distribute
  • Generate documents in a wide range of formats, including DOCX, XLSX, PPTX, PDF, XML, HTML and even printed hard copies.
  • Automatically save multiple versions of documents
  • Access, update and view  all documents
  • Schedule reports to be generated at specific times and tasks to be emailed at specific times

A Powerful Mail Merge System

Mail merge, like document generation, is an automated way of producing specific types of documents such as letters, forms, and contracts. AutoTag connects a template created in Microsoft Office document with data from your database or other data source and automatically generates these items in a wide variety of formats.

Document Generation Functionality

  • Design
  • Automation
  • Scheduling
  • Sharing

Document Generation Uses

  • Generate files in a wide range of formats, including DOCX, XLSX, PPTX, PDF, XML, HTML and even printed hard copies.
  • Merge data from multiple formats and in multiple, disparate data sources
  • Automatically save multiple versions of documents
  • Access, update and view  all documents
  • Schedule reports to be generated at specific times and tasks to be emailed at specific times

AutoTag Features

Here's what you get in AutoTag:

The Report Design Tool

One of the biggest expenses in the report creation process correlates to the design tool's ease-of-use. AutoTag allows users to design templates in Microsoft Word, Excel or PowerPoint. Because Microsoft Office is a suite of programs most business professionals already know how to use, there's little learning curve. Windward customers report that creating and revising reports is at least 10 times faster than with other reporting systems.

Data Layout

Users don't need to learn complicated code in order to insert data into their reports and other documents, because wizards and drag-and-drop functionality connect templates to their data sources. Windward handles a variety of data sources, including SQL databases, XML files, and Excel spreadsheets.

Report Generation and Scheduling Capabilities

Users can run reports with the click of a button, and they can produce documents in a wide array of outputs. Plus, a flexible report scheduler allows users to generate reports whenever they are needed.

Report Design

Data Layout

Report Generation

  • Report design in Microsoft Word, Excel and PowerPoint
  • Full-featured charts, graphs, and other visuals
  • Business professionals edit templates without relying on IT staff, which means increased company productivity
  • Easy access to data for non-programmers
  • Capable of handling data from a wide range of sources, including Excel spreadsheets, XML files and SQL databases
  • Preserves security features of existing database provisions
  • Reports run at the click of a button from within Microsoft Office
  • A powerful and flexible automated report scheduler
  • A  wide array of available outputs, including DOCX, PDF, RTF, HTML, XLSX and PPTX

Related Products

Arrow For SharePoint

Windward Arrow extends SharePoint to deliver a complete enterprise reporting, document management, dashboard and business intelligence system. Arrow 3.0 for SharePoint lets a community of users easily and securely design, run and share reports.

The Windward Reporting Engine

The Windward Reporting Engine connects a template to its data sources. It is similar in functionality and capabilities to Crystal Reports and SSRS but has additional functionality. It generally runs as part of a server-based application and can produce hundreds of thousands of reports per day on a single server.

About Windward

Windward was created by Windward Studios and both companies were named for founder David Thielen’s childhood home on the windward side of Oahu, Hawaii. It is headquartered in beautiful Boulder, Colorado. In 1994, Windward Studios was an innovative game development studio. Its first product was the popular and highly-rated real-time strategy game Enemy Nations, which is now offered for free. The Windward suite of reporting software programs was released in 2002.

Windward's user group now spans 65 countries and all continents except Antarctica. It has more than 500 customers whose applications include financial statements, inventory reports, product-usage reports, purchase orders, invoices, training certificates, timesheets, and licenses.

You can learn more about Windward at our Reporting Blogs.

External Links

 


 
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