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Windward: Extending the Power of Microsoft Word


Reporting and document generation doesn't require expensive software or complicated layout tools. Microsoft Word users can take advantage of their facility in this popular Office program to design reports and documents that convey critical, up-to-date business information in a visually impressive format. Windward is the only complete reporting package to use Microsoft Word as the design tool..

Target Users

Windward 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 users design reports in Microsoft Word 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 mail merge centered on the Microsoft Word user interface

And, when used in the Microsoft SharePoint environment:

  • Powerful dashboards that non-programmers can create effortlessly
  • Effective business intelligence that increases company efficiency

What Windward Provides:

A Complete Reporting System

A 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
  • Generation
  • Sharing
  • Automation
  • Scheduling

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 and Mail Merge 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. Examples of documents generated include letters, forms, and contracts. Document generation also encompasses mail merge.

The Windward design tool AutoTag connects a template created in Microsoft Word document with data from your database or other data source and generate documents in a wide variety of formats.

  • Document Generation Functionality
  • Design
  • Generation
  • 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
  • Access, update and view all documents
  • Automatically save multiple versions of documents
  • Schedule reports to be generated at specific times and tasks to be emailed at specific times

Windward Features

Here's what you get with Windward.

The MS Word-based 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. Template creators can utilize all of MS Word's design features, including fonts, styles, lists, tables and more, as well as tools such as Word's built-in formulas.

Because many professionals already know how to use Excel, 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 from within Microsoft Word 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 in AutoTag allows users to generate reports whenever they are needed.

Report Design Data Layout Report Generation
  • Report design in Microsoft Word, with all of Word's available design features
  • 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 within Microsoft Word
  • A powerful and flexible automated report scheduler (AutoTag).
  • A  wide array of available outputs, including DOCX, PDF, RTF, HTML, XLSX and PPT

Related Products

Arrow 3.0 For SharePoint

Windward Arrow extends SharePoint to deliver a complete enterprise reporting, document management, dashboard and business intelligence system. Users design reports in Microsoft Word and use SharePoint enhancements to connect templates to data and to run and schedule reports. Arrow 3.0 for SharePoint lets a community of users produce critical business documents – easily and securely.

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. The engine is available in both a Java and .NET version.

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

Please check out our reporting & document generation software.

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