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Windward Core vs Yellowfin comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Mar 4, 2025

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

Windward Core
Ranking in Reporting
19th
Average Rating
8.8
Reviews Sentiment
7.6
Number of Reviews
36
Ranking in other categories
Document Generation Tools (1st)
Yellowfin
Ranking in Reporting
22nd
Average Rating
8.0
Reviews Sentiment
7.5
Number of Reviews
2
Ranking in other categories
BI (Business Intelligence) Tools (35th), Data Visualization (24th), Embedded BI (13th)
 

Mindshare comparison

As of January 2026, in the Reporting category, the mindshare of Windward Core is 1.2%, up from 0.4% compared to the previous year. The mindshare of Yellowfin is 1.1%, up from 0.2% compared to the previous year. It is calculated based on PeerSpot user engagement data.
Reporting Market Share Distribution
ProductMarket Share (%)
Windward Core1.2%
Yellowfin1.1%
Other97.7%
Reporting
 

Featured Reviews

CH
Sr. Systems Analyst at a tech services company with 5,001-10,000 employees
Strong layout and design capabilities; leverages every aspect available in Word-native formatting
The licensing key is a little bit twitchy. I'd like to see more HTML formatting support in templates. It has a basic stock of HTML formatting capability, but it doesn't have a rich vocabulary. I have to work around that sometimes. The help documentation and blog posts are extensive, but not always up to date. The error reports also need improvement. If you don't key it in right, it's a little hard to find the root cause. It gives you information as much as it can, but it doesn't really hone in and tell you explicitly what you should do to correct the problem.
AC
‎IS Executive at SAINS
It is a central source of up-to-date data and information, but needs more charting capabilities
Management information Reporting Statistics Data analysis It reduces sending copies of different report/spreadsheet versions over email, which makes it difficult to access the right report. It is also able to create information dashboards for various users' throughout.  All management…

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"Some of our clients are looking at the nested filtering which is coming out. That's going to be a huge benefit for them because they're going to be able to nest and loop while they're also looking at filtering out certain data elements."
"One of the features that we have found most important is that the report builder is in Word, so it was very easy to get into it... We could also use some of our existing Word templates."
"The ability for users to have design and layout control is also critically important. Without this ability, procuring report designs would represent a huge bottleneck. Report design tools also enable upsell opportunities for customized reports, with quick turnaround times."
"It's easy to create templates and reports using Microsoft Word, so we don't have to learn something new to create a template. That makes it very user-friendly... they have integrated the product with Microsoft Word. People can easily start working on it without too much training."
"The two features that I like the best are the ability to generate Word and Excel documents, and the ability to create my templates directly inside those software sets. It's absolutely critical for me as a user to have design and layout control, because all of my reports are very, very customized. I have to have control over the ability to generate and to control what they look like."
"The most valuable features are the ability for it to be integrated into our software solution and the AutoTag tool that allows us to quite quickly create and update the templates themselves."
"The solution is very flexible, so you can create anything you want. Think of the possibilities you have in Excel or in Word, because these are the two document generators that are used the most. I only use Word, but I can use nearly every feature in Word, including making charts and tables, and produce those features in Windward, parametrically."
"You can use Microsoft Office as your designer interface. There is very little programming. You can have nontechnical people create reports."
"It reduces time to reproduce reports, provides easy access to organisational data, and has the ability to generate a wide range of reports and analysis."
"It is able to create information dashboards for various users' throughout."
"It is a central source of up-to-date data and information."
 

Cons

"The only thing I can think of, that we'd like it to do, would be the ability to "burst out" reports, meaning one section of a report could be sent out as an email to a manager of a department, say, without having to run multiple reports to do it. As it sits now, we have to do multiple reports to do it."
"​AutoTag needs to be web-based, so our customers can create reports from our web.​"
"I'm still working in Office 2016, and we have had some issues, but Windward is very quick to react when there is a problem. We are also going to switch over to Office 365 and that will solve a few of the problems."
"Is there any way to avoid AutoTag loading in Word/Excel each time? I need to use it from time to time - quite rarely. AutoTag affects performance of Word/Excel. I do not want to install/uninstall AutoTag each time I need it."
"​The tool does not support macOS documents."
"A lot of clients who want to use this don't have the technical background for the SQL portion of gathering the data. If Windward were to make a more user-friendly SQL extract front-end, that would help a lot of clients to leverage the application a lot more."
"They're not a gigantic company, so they just don't have all the capital to do whatever they would want to do. That's the only reason I would hold back even that one point. I know that if I do ask for something, I'll get it. I just know that it will take some time."
"One thing that frustrated us a little bit is that we have to use the Office PDF generation, because the native PDF generation is always slightly different compared to the one in Office. The formatting is just a little bit off here and there... This means that we need to have Office installed on the server to be able to generate these documents via API."
"It needs more presentation/charting capabilities and integration with GIS."
 

Pricing and Cost Advice

"From my experience in this field, the product is reasonably priced, at least with the RESTful engine implementation. It's definitely not a cheap option. People say, "That's a fair amount of money to pay for a document generation tool." At the same time, you do get good functionality and the support is good."
"It is absolutely worth the value. They have flexibility, depending on what you're looking for from a buying standpoint. The current pricing models are quite flexible, with the ability to use it on an as-needed basis, or to get a perpetual license that covers a customer that might have extensive needs. I think it's pretty good."
"I can't advise anybody about pricing and licensing, but it was competitive. A lot of things we did look at were all volume-based, so it was a case of you buy a license to generate this many reports a year, and that's not something that I'm particularly interested in because it doesn't give you any idea - if we have future growth, or if we have a lean year - for budgeting reasons it's more difficult. With Windward it's a straight out license fee, whether we generate one page or we generate a million, it makes no difference."
"The only problem with the pricing of Windward is the limitation on the number of reports generated. It is costly in that sense. If you want to increase, you have to pay more, based on the number of reports generated per day. It is not the same with Crystal Reports. With the latter, you buy a license at one point in time and that's it."
"Pricing is a bit higher than normal desktop applications, but it's well worth it. The ROI is simple to understand and the monthly payment for an annual license is affordable and worth it."
"The pricing is very reasonable for what it provides. The report builder is about one grand per user... We are paying for a support contract, which is 20 percent of the price, but because the licenses are perpetual, I think the pricing is very reasonable."
"CapEx fits our requirements, OpEx is higher due to the 20% service and maintenance cost, where we normally pay 15%."
"The cost is reasonable."
Information not available
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Top Industries

By visitors reading reviews
Financial Services Firm
13%
Manufacturing Company
9%
Performing Arts
9%
Outsourcing Company
7%
Educational Organization
16%
Financial Services Firm
11%
Healthcare Company
11%
Transportation Company
5%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
By reviewers
Company SizeCount
Small Business19
Midsize Enterprise4
Large Enterprise8
No data available
 

Comparisons

 

Also Known As

Windward, Windward Studios
No data available
 

Overview

 

Sample Customers

HAL, Inc., Axe Group, White Clark Group, Blueprint Software, Aspect Security, Nucleus Software, LeBlanc’s Food Stores, South Sound 911, Aegon, Barclays, Fidelity Investments, ArisGlobal LLC, USDA, RepLink, AON Hewitt
NCS, Universitat Konstanz, AT&T, PG&E, SingTel, InternetStores
Find out what your peers are saying about Windward Core vs. Yellowfin and other solutions. Updated: December 2025.
881,082 professionals have used our research since 2012.