Windward Reporting is an on-premise reporting and data management solution that provides data-powered document creation application for OEM, enterprises and system integrators. The solution offers the ability to edit, personalize and design document templates in MS Office Suite.

Users can make data-backed documents that are customized to any layout, format, and logic. It also includes conditional logic functionality, that allows the document to be customized to suit various users.

Windward Reporting enables users to aggregate multiple data sources in one place, and the solution can also be embedded into an existing platform. The solution offers tools for the free-form design of reporting templates.

Reports can be exported in docx, RTF, pdf, HTML, xlsx, ppt or direct-to-print. APIs can be used in a variety of languages, and Windward’s engines are available in Java, .NET and RESTful languages.

Windward offers support via phone, email, product tutorials and other online resources.



25 Reviews of Windward Reporting

Overall rating

4.76 / 5 stars

Filters:

Showing 1 - 20 of 25 reviews

January 2019

JC from Nature Conservancy of Canada

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2019

Happy with Windward

NCC has been using Windward products as the reporting component of our land information system for over a decade now. It has always worked well for us, and we're planning to continue using it following a major system upgrade this coming year. Customer service and tech support has been great over the years, so we're pretty happy. Their developers have been responsive to requests from us regarding certain features, which is really nice.

Pros

Integration into Microsoft Word is great. Very easy connection to our corporate SQL Server databases, and report authoring is very intuitive. Our developers have no issues working with the engine component either.

Cons

We've had no real issues with the software suite since we acquired it.

Response from Windward Studios of Windward Software

Replied January 2019

Thank you for the nice words and we love having you as a customer. And you've had some great suggestions for us for features over the years.

January 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

A great way to answer clients' customization requests without (almost) any dev work

Pros

Before windward, we had to constantly say no to customization because of lack of man power / time in our development team.
Now we can delegate this work to our service team.

Cons

I wish they had a version of the server engine which could be installed on Ubuntu and work with NodeJS.
We instead used a tomcat server + Java

Response from Windward Studios of Windward Software

Replied January 2019

Thank you for your very nice review. On your desire for a version of the server that runs on Ubuntu, please suggest that at http://ideas.windward.net. If it gets enough votes, we'll implement it.

January 2019

Haleh from The Australian Council on Healthcare Standards

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

January 2019

Why Should I use "Auto tag" to generate the report?

Pros

One of the most important features of using the Windward (Auto tag ) for us is its compatibility with Microsoft Office and generating dynamic "Table of Content".
Moreover, It is easy to use for the end user to edit and modifications after generating the template by developers.

Cons

In some cases, it doesn't display the exact error message and it is difficult to troubleshooting in these cases. Totally, it has covered all of our needs.

Response from Windward Studios of Windward Software

Replied January 2019

Haleh - thank you for the very nice review. I agree that the error messages could be more informative in places. When you do get an error message that does not provide full information, please submit a support ticket via support@windward.net with the specific error and what additional information you would like to get in that case. We regularly extend the information returned on errors from suggestions users give us. Again, thank you for the wonderful review.

January 2019

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2019

Template design made easy

Windward studios is an interesting product if you want to flexible yet sound template making without the help of IT. The support team reacts very quickly although they can not always accommodate.

Pros

Windward offers the possibility to let skilled users create and maintain templates for their organization without the help of IT, unless new data input is needed.

Cons

We had some issues with license pricing being far less attractive in an otherwise beneficial technical setup, without change in number of users.

Response from Windward Studios of Windward Software

Replied January 2019

Thank you for the very nice review. On your comment about the pricing, we have now switched to subscription pricing which both delivers a lower price point and allows you to easily adjust your pricing month to month to match your needs. Please let me know if this does not address this issue for you.

January 2019

Xen from MNF Group

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

January 2019

Awesome Product

Implementing Windward to manage our invoicing and customer communications is a breath of fresh air! Unlike XSL templates, anybody can easily create and update templates using the Report Designer. It is a piece of cake – it didn’t require me technical knowledge or even a formal training… just applied simple logic and it was like something I’ve been doing for years! As a portfolio lead and business analyst, I’ve seen quite a lot of applications/tools that end up making the business adjust to satisfy how the application works. But not Windward, it is an application that adjusts to work for the business!

Pros

I like that even a non-technical person can use the product. And that the licensing model is perpetual!

Cons

Having the Report Designer integrated with MS Office is a PRO. However, it is also a CON because of MS Office's limited design capabilities.

Response from Windward Studios of Windward Software

Replied January 2019

Thank you for your incredibly nice words. And I agree, using Office as the design tool has both large advantages and some disadvantages.

November 2017

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2017

Enterprise Reporting

Quick to use but powerful and customizable. Easy to integrate with a nice API.

Pros

Really great people behind the scenes who are willing to help and knowledgable about how to best utilize the software.

November 2017

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2017

Windward is a great product to use

Pros

It is the best reporting tool I have ever seen. One of the best tools they have is the document generation tool that allow to generate you report out of any data source you have and in any format you want.
In addition to there autotag template design which is really awesome.

Cons

They need better marketing experience to show more what they really have, They have many features and tools they need to show more about it.
In addition from time to time they need to make changes to there website so The user when accessing it he can tell that they are doing more new stuff.

November 2017

Erik from theTradeDesk

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2017

Powerful product which is constantly evolving and growing.

Pros

Powerful tooling, with easy to use wizards to help you select and preview your data. Hides the complexity of data selection and document generation.

August 2016

Rob from Interface Clinical Services

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

August 2016

A great piece of kit

I have been using Windward for nearly 2 years now and it has been the root cause of us being able to achieve what we set out to do. Needing to eradicate a number of repetitive Excel based reports, Autotag allowed us to build robust templates and improve our reporting ability and have greater control over our data.

Pros

I love the fact that it sits in Microsoft products so easily. I feel this helps reduce a lot of the burden of learning a new piece of software as you are halfway there through your knowledge of programmes such as Word and Excel.

Cons

Like most reporting software there are a few nuances that need to be understood to be able to work around them, but ultimately there are only a few of these and they generally aren't of a critical nature.

June 2016

Ben from Active Documents Ltd

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2016

Powerful reporting to improve your products or services in a snap

We replaced a self built reporting system in our SaaS product with the Windward solution, when we were struggling to find another solution which could do the same. The engine integrated with our data sources in a snap, and AutoTag allowed us to replicate the reports quickly. We now have a hybrid system, which sometimes has to use our older reporting engine (for very specialised reports) but uses the Windward engine as much as possible.

Pros

Integration was quick and painless, and the ease of building new templates with Autotag has really taken the pain out of rolling out new reports for customers.

Cons

Nothing really, the costs can look high, but talk to Windward to see what other options there are. And it really is worth the money.

May 2016

Gerald from PSC Group


Ease-of-use

4.5 of 5

Customer support

5 of 5

Functionality

4.5 of 5

May 2016

Perfect Tool for creating templates and documents

Pros

If someone can use Word, they can use AutoTag. It is very easy to build a templates and use them right away. The vendor has a fantastic support team. They answer simple questions for beginners and they strive to understand your particular business problems and needs for your more complex

Cons

There aren't detailed error messages coming out of the RESTful engine. When a report isn't generated for any reason, the same generic error message is returned.

May 2016

Rob from ICS


Ease-of-use

4.5 of 5

Customer support

5 of 5

Functionality

4.5 of 5

May 2016

Winward Autotag - a great piece of kit.

Pros

The product is great. Much easier to grasp than other reporting tools as it embeds itself with Microsoft programs such as Excel and Word. The support network provided by the vendor is second to none. They have regular training videos and webinars to keep you updated and ensure your maximising the product as much as possible.

Cons

The outputs can differ between formats. This can be a little frustrating but, it can be resolved easily with a little manipulation of the template.

May 2016

Amit from PSC Group


Ease-of-use

4.5 of 5

Customer support

5 of 5

Functionality

4.5 of 5

May 2016

Great for quickly developing tagged templates

Pros

Windward AutoTag is easy to use, especially the tag wizard to quickly tag content in your documents from various data sources, XML, SQL, etc... The vendor is great and always on their toes when it comes to replying back with open tickets or updated releases.

Cons

Vendor, no issues. Product, some inconsistencies in PDF vs Word output, just need to do some extra formatting on the templates to get them to look similar when outputted.

February 2016

Martyn from Interface Clinical Services

Review Source: Capterra


Ease-of-use

3 of 5

Customer support

5 of 5

February 2016

Great reporting software once you figure out the niggles

Been using the Autotag software for nearly a year and a half now. Of which we use it extensively for fixed reporting. It isn't necessarily an easy to learn reporting system as it is pretty much bound by the restrictions in Microsoft Office. Furthermore there are a number of niggles which you need to learn to work-around to use it. However once you have done you will be using a reliable, fast and powerful piece of software for all your fixed reporting needs. Not to mention the great support which Windward offers!

February 2016

Brent from FPX, LLC

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

February 2016

Great product, beautiful output, fabulous support

Windward AutoTag is one of several tools that we use to produce data-driven proposal output for a wide range of customers. While other tools may be more powerful in their near-limitless extensibility through incredibly complex JavaScript, AutoTag is the only solution that produces meaningfully useable native Office output. While other tools build documents that from a technical standpoint can be opened in Word or Excel but are difficult bordering on impossible for users to modify because they're built as a series of nested tables (Word) or spreadsheets pretending to be page layouts, AutoTag lets us build templates that output documents that truly behave like native Office documents. If you add or remove text in Word, the content reflows like a real Word document (because it IS a real Word document). If you change values in Excel, totals and discounts (for example) recalculate automatically. It isn't the solution to every reporting need, but it's a valuable addition to our toolbox and stands alone when native Office output is required.

July 2015

Jim from PCI

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

July 2015

Great solution for integrating word templates into business process

We use Windward to in a business process that generates correspondence by merging data in various forms with Word templates. We have hundreds of templates and generate thousands of documents. It is all automated. It works great when you need to do this as part of a greater business process. I would highly recommend this product.

June 2015

Will from Personalis, Inc

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

June 2015

Powerful and smart reporting system

I've worked with a number of different report tools. Nothing I've seen comes close to Windward. I'm only bummed I didn't find them 2 years ago. I make complex report outputs that need to pack in a lot of data, and communicate complex results graphically. My biggest issues with other systems are overflow, brittleness, and overall template hell. With Windward, I'm no longer getting pages with large empty patches. Editing in Word, I get to leverage a ton of power that's built into Word. Not every permutation you can think of in Word works properly, but so much of it does, that you can pretty much do any graphic layout. Word makes styling tables and whatnot a breeze. And you can leverage things like font/paragraph styles, which is really great. It's super easy, intutive, and flexible. Bottom line for me - in 5 days, I was able to generate a beautifully branded template with full-bleeds, nested tables and loops, and fairly complex conditionals. This new template was a substantial improvement on my previous report templates using other systems. And I did it in a fraction of the time. That's the product, but the customer support also deserves some serious kudos. Whenever I've had any issue, they have been super on top of it. Their response has been immediate and they're actively developing to meet my stated needs. When the issue has been tough, they've offered work-arounds until their team gets the issue fixed. I'd highly recommend Windward.

June 2015

Gary from Electronic Learning Arts

Review Source: Capterra


Ease-of-use

3 of 5

Customer support

5 of 5

June 2015

Combine hundreds of MS Word reports, tens of thousands of lines of code, a report in seconds!

We're thrilled to have found this product! We recently finished a large PHP project and used Windward Reports (Autotag and Javelin Rest Services) as the reporting engine. Much of those reports employed some very large and complex scenarios. "Many" logical branches (If, Case, Loops). What the reporting package didn't have, we were able to create and add in the form of our own C# custom functions to fill the gap to handle everything from JSON Arrays to specialized functions to manage complex English linguistics. The ability to create a live report (WYSIWYG) right within Word, use styles and native MS Graphs lets Windward reports really shine through! You'll love it! While we built our reports upon one data source (MySQL), the package itself easily handles dozens of data types to import and work with. The speed at which we are seeing these reports generate is also worth noting. Extremely fast considering the number of iterations for the number of calculations. Autotag (the report designer add-in) also allows for variables to easily get passed into the reports and lets you create PODS to share variables and data you've used between users and designers. The real magic though is their fantastic support team backed by some A1 developers. What we didn't understand, Windward always explained to us and if something didn't work in the product, support made sure we had a work around or the product itself was able to perform at the required level. If you're looking for a reporting solution that backs onto Microsoft Office, can be built in as a service to run independently or from a user workstation (Autotag), I highly recommend you check out Windward Reports before investing time in other products! Of course, every rose has a few thorns and Autotag is without exception. We did find a few things! 1. Expect a learning curve. Debugging a report or figuring out why a report might not run can be challenging as your reports grow in complexity. 2. Graphs do not always appear as they should when output into PDF and other formats. However, Windward is addressing this now developing a new PDF engine to output with. 3. If you use a lot of complex formatting and styles, expect some challenges and minor nuances.

May 2015

Ted from ButtonIntel

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

May 2015

Easy to use, learning curve minimal.

In the set up we had a few questions on some very detailed modifications and the customer service was amazing!!!! It was very easy and turn around time on customer request was the best we have experienced.

March 2015

Jim from High Line Corporation

Review Source: Capterra


Ease-of-use

4 of 5

Customer support

5 of 5

March 2015

Excellent Product for Technical Report Writers

We've been using Windward Reports for well over 5 years now as the main reports tool within our Personality product. As the development piece (AutoTag) is a plug-in for Microsoft Office tools it makes formatting simpler if you know how to do so in Word/Excel already. We've created some incredibly complicated reports with this tool and our technical people find it easy to use but we don't find it as an end user reporting tool. Highly recommend it for companies looking for a new tool to create their company reports in.