AutoTag for Microsoft Excel

Create Reports Natively in Microsoft Excel

Most business users already know how to use Microsoft Excel to create spreadsheets, insert images or graphs, add rows or columns, and create formulas.  Microsoft Excel reports require little training, and users save measurable time when designing templates.  Windward’s AutoTag for Excel builds on this concept providing an intuitive reporting experience.  Ensuring your reports are finished quickly so you can get back to your core business.

 

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Output in Raw Formats

You need to deliver your reports in a variety of formats to those that need them.  Windward’s AutoTag for Word reporting enables you to produce reports in a wide range of outputs including DOCX, PDF and HTML. Not only is the format flexible but content is as well.   For example, you can generate reports with sensitive data and only populate information relevant to the users who will consume it.  This makes report writing and document design flexible for a variety of business needs and end users.

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Distribute to Anyone

You are building reports so others can use them easily.  AutoTag for Word gives you the ability to generate your reports in raw document formats. Each output format can be opened by its native program and manipulated just as you would expect.  You can take the credit while the AutoTag report builder does the work.

 

 

Dynamic Charts and Images

You are familiar with charts and images in Word already, why complicate things.  Charts and images work exactly as you would expect and Windward makes it easier by showing you a preview of your charts and images directly in the template.  Because charts and images are native Word objects, you can apply the formatting that you are used to how you want it, when you want it.  Best of all, if your output targets are Office formats you can alter the look of your charts in exactly the same manner.  Make your visual content shine to deliver effective reports.

 

 

 

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See how Leblanc Food Stores saved over 1400 hours per year reducing their hiring process from 3 days to 1.  Full Case Study  

“Windward is the solution that allowed me to come in and hit our budget right on the money.” – Arland Head, Director of IT, LeBlanc’s Food Stores

 

Design Templates in Your Look, Your Way

You chose Microsoft Word to compose your reports because you value the freedom it gives you in designing a modern, professional looking report.  AutoTag for Word makes use of free-form design allowing you to place items exactly where you want them.  Gone are the days of building a single “banded” area for repeating data on a page.  Give your templates your look, your way.

 

 

 

 

 

Dynamic Logic and Formatting

Templates designed with AutoTag for Word allow you to specify conditions where sections of your text and data are shown or hidden dynamically using If/Else and Switch/Case statements.  These controls can be applied to any item, multiple sections or pages in a Word document.  Giving you the ability to create a single template generating multiple versions of output based on your requirements.

 

 

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Import Sub-templates and Documents

At Windward, we realize that you need to include other document formats in your reports.  AutoTag for Word allows you to import DOCX and PDF documents into your template to be included in your final report.  This ability also allows you to import sub templates to reuse templates you have already built.  Putting all this together gives you the ability to create report packets consisting of multiple documents dynamically.  Stop collating and start delivering.

 

 

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Data Selection Wizards

Your data is important to you and we understand that not all data comes in the same format.  Windward allows you to connect to a large variety of data sources to create the reports you need.  We also realize that not everyone is a data professional and our data source Wizards make it easy to drag and drop items from your data to get the results you expect.

 

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Much More – See AutoTag for Excel in Action

Check out the guided tour for the full overview in 90 seconds, or download the trial to explore all our features and find out just how much better your reporting will be with Windward. If you’re not sure what to do, contact our friendly and helpful staff via email or phone (303) 499-2544.

Create Reports Natively in Microsoft Excel

Most business users already know how to use Microsoft Excel to create spreadsheets, insert images or graphs, add rows or columns, and create formulas.  Microsoft Excel reports require little training, and users save measurable time when designing templates.  Windward’s AutoTag for Excel builds on this concept providing an intuitive reporting experience.  Ensuring your reports are finished quickly so you can get back to your core business.

See how Leblanc Food Stores saved over 1400 hours per year reducing their hiring process from 3 days to 1.  Full Case Study  

“Windward is the solution that allowed me to come in and hit our budget right on the money.” – Arland Head, Director of IT, LeBlanc’s Food Stores

Template_Design_Thumbnail(click image for larger view)

Design Templates in Your Look, Your Way

You chose Microsoft Word to compose your reports because you value the freedom it gives you in designing a modern, professional looking report.  AutoTag for Word makes use of free-form design allowing you to place items exactly where you want them.  Gone are the days of building a single “banded” area for repeating data on a page.  Give your templates your look, your way.

Output in Raw Formats

You need to deliver your reports in a variety of formats to those that need them.  Windward’s AutoTag for Word reporting enables you to produce reports in a wide range of outputs including DOCX, PDF and HTML. Not only is the format flexible but content is as well.   For example, you can generate reports with sensitive data and only populate information relevant to the users who will consume it.  This makes report and document design flexible for a variety of business needs and end users.