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Windward AutoTag MaxOverviewAutoTag Max, 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 UsersAutoTag Max 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 Max 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:
What AutoTag Max Provides:A Complete Reporting SystemA 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
Reporting Uses
A Comprehensive Document Generation SystemDocument 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 Max 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
Document Generation Uses
A Powerful Mail Merge SystemMail merge, like document generation, is an automated way of producing specific types of documents such as letters, forms, and contracts. AutoTag Max 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
Document Generation Uses
AutoTag Max FeaturesHere's what you get in AutoTag Max: The Report Design ToolOne of the biggest expenses in the report creation process correlates to the design tool's ease-of-use. AutoTag Max 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 LayoutUsers 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 CapabilitiesUsers 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.
Related ProductsAutoTagAutoTag is the design tool component of AutoTag Max. It allows for easy template creation and is integrated as a ribbon menu item in Microsoft Office Applications. It offers many of the features of AutoTag Max, with the exception of a scheduler and a wizard for defining template variables. Arrow For SharePointWindward 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 EngineThe 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 WindwardWindward Reports 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 Reports' suite of reporting software programs was released in 2002. External Links
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