Ability to harness all the power of standard Office software (Word & Excel) to produce rich reports while at the same time easily connecting to my data sources. Very visual way of finding and linking data. Simple integration with .net & Java.
Senior Software Developer at a tech vendor with 51-200 employees
We use it to produce rich reports while at the same time easily connecting to data sources.
What is most valuable?
How has it helped my organization?
We are able to move report generation from the developer workload and give to less technical staff.
What needs improvement?
Initial learning curve seems steep as first - but it does 'click' into place after viewing a few of the free Webinars that Windward offer.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Lead Information Analyst at a healthcare company with 51-200 employees
A part of our business is to produce static report which we give to our clients. This product serves this purpose very well.
What is most valuable?
The ability for it to create static reports, which mostly replicate Word and Excel.
How has it helped my organization?
A part of our business is to produce static report which we give to our clients. This product serves this purpose very well.
What needs improvement?
The generation of PDF/Excel reports needs to replicate Word/Excel more closely with less required workarounds.
For how long have I used the solution?
We have been using this product for 2 years.
What was my experience with deployment of the solution?
When we first started using it we did - however, that was partly due to issues at our end.
What do I think about the stability of the solution?
Sometimes automated reports don't generate - seems to be completely random.
What do I think about the scalability of the solution?
Yes, unfortunately as Word/Excel are used to generate the reports, it suffers from the same issues as 32-bit Word/Excel.
How are customer service and technical support?
Customer Service:
Very good, it has always been prompt and helpful.
Technical Support:Good, support has actually spent the time to try and figure out why a problem is happening. And sometimes if it requires a fix then they have pushed out the fix in the next version.
Which solution did I use previously and why did I switch?
No.
What about the implementation team?
In-house.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Windward Core
May 2025

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Information Analyst at a healthcare company with 51-200 employees
Designing report templates is straightforward with the standard Microsoft Word package.
What is most valuable?
- Ease of use and design reporting templates is straightforward with usage of standard MicrosoftWord package.
- Does not require user a huge amount of time to learn all features and how to use a tool with MS package.
- Easily pulls out data from MySQL server into format that can be usable by our internal staff or external customers.
How has it helped my organization?
Reduced time in creating reports, as previously used MS Excel to manually create all reports
What needs improvement?
- Requires some work on page numbers (footer) in Word, as it places the page number in the center, when output in PDF page number is more to right than center.
- Outputting in PDF needs to be like for like with Word.
- Does not supporting text color in charts (does not allow changing legend text color).
For how long have I used the solution?
I have used it for three months.
What was my experience with deployment of the solution?
No deployment issues encountered.
What do I think about the stability of the solution?
The tool is stable enough.
What do I think about the scalability of the solution?
No scalability issues encountered.
How are customer service and technical support?
Customer Service:
Great customer service: 10 of 10.
Technical Support:Excellent technical support: 10 of 10.
Which solution did I use previously and why did I switch?
I haven't previously used a different solution myself, but the company used pure Excel for reporting and it was time consuming.
How was the initial setup?
- Straightforward setup of tool
What about the implementation team?
It was implemented in-house.
What was our ROI?
Good investment for reducing template/report design time/costs.
What's my experience with pricing, setup cost, and licensing?
Great value; no other costs apart from template design time.
Which other solutions did I evaluate?
Unable to comment, as I wasn't at the company at that time.
What other advice do I have?
It is a great tool, as using the standard MS package helps with learning, because it uses mostly MS Office functions to design templates.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Sr. Consultant at a tech services company with 51-200 employees
We use AutoTag designer to build reports as well as formatted Word templates for clients that need to send out different information based off of personal.
Valuable Features:
We use AutoTag designer to build reports as well as formatted Word templates for clients that need to send out different information based off of personal. This tool is great for tagging documents from different data sources such as XML, SQL, and other databases. The tagging wizard is easy to use and helps with selecting the tags and implementing logic such as conditions, filtering and sorting.
Improvements to My Organization:
Streamlined the process of quickly producing letters for our clients business that helped in getting patients what they needed quickly from their physicians.
Room for Improvement:
Some drawbacks we have come across are getting the output formatting to match exactly how it is implemented within Word. Not to the fault of AutoTag itself, but PDF output seems to display differently than Word output. Even with this slight drawback, it has not stopped us from implementing rich tagged documents for our clients, and even when we run into these issues, Windward's support site and support team is on top of things, coming out with releases every 2 weeks with bug fixes and enhancements, even fixes that were submitted by us. They are responsive and on top of their game.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partners
Head of development at a tech vendor
It's a good solution, which allows you to build reports quickly over multiple data sources.
What is most valuable?
The ability to generate a template from an MS Office application is invaluable, it makes things far easier.
How has it helped my organization?
Since we moved from using a self-built reporting engine to a hybrid engine which uses the Windward solution as it's primary reporting engine (some reports still have to be done the old way unfortunately, but that's the nature of our business), running out new reports is significantly quicker, meaning we can get new reports to customers far more quickly.
What needs improvement?
Autotag can be a little confusing for new users, however doing the training webinars will get them on their feet in no time.
For how long have I used the solution?
About 9 months.
What was my experience with deployment of the solution?
Not really, the integration into our systems was straightforward.
What do I think about the stability of the solution?
No, we've not had any problems at all.
What do I think about the scalability of the solution?
No, we did create a synchronised and flattened reporting database which allows us to provide as many reports as necessary without impacting main system performance though.
How are customer service and technical support?
Customer Service:
Very good.
Technical Support:Very good.
Which solution did I use previously and why did I switch?
We used an in-house solution which was tailored very much to what we required. However it wasn't flexible enough to provide us with what we needed without lots of code changes. Therefore we looked for alternatives.
How was the initial setup?
It took a few days of self training and integration, but was straightforward.
What about the implementation team?
In house.
What was our ROI?
Unknown at the moment, we'll see when customers next enter a renewal period.
What's my experience with pricing, setup cost, and licensing?
The prices might look high, but they aren't that bad. Look at scout as well for a "per report" pricing model.
Which other solutions did I evaluate?
BIRT and JasperReport.
What other advice do I have?
It's a good solution, which allows you to build reports quickly over multiple data sources. I would advise you to download a trial and take a look.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Java Developer at a tech services company with 51-200 employees
Low learning curve. Has reduced our template development time.
What is most valuable?
- There's less of a a learning curve than with other reporting tools and it has easy to design complex templates using the AutoTag Microsoft Office plugin.
- I can use Microsoft Office standard features with templates. This has reduced template development time on coding, layouts and formatting.
- We receive customer data in various formats and it is very convenient to pass the XML datasource to generate reports.
- Easy to integrate with our company product using Javelin Server RESTful web-services API.
How has it helped my organization?
Reduced design time for complex templates.
What needs improvement?
- Javelin Server improvements: the ability to change the datasource file path on run-time.
- AutoTag improvements: does not support dynamically changing headers and footers on Microsoft Office Word templates.
For how long have I used the solution?
I've used it for four years.
What was my experience with deployment of the solution?
No issues encountered.
What do I think about the stability of the solution?
No issues encountered.
What do I think about the scalability of the solution?
No issues encountered.
How are customer service and technical support?
Customer Service:
10 out of 10 - excellent.
Technical Support:10 out of 10 - excellent, promptly responded to all our queries communicating between the UK and the US.
Which solution did I use previously and why did I switch?
No solution was used previously.
How was the initial setup?
Setup was straightforward using Javelin Server (Setup using IIS7 & SQL DB) and AutoTag – Microsoft Office 2010.
What about the implementation team?
We implemented it in-house and we received support when required.
What was our ROI?
Excellent investment for reducing template designing cost. Could not provide percentage numbers.
What's my experience with pricing, setup cost, and licensing?
Day to day cost – None apart from development time for new template design.
Which other solutions did I evaluate?
We also evaluated Jaspersoft Report Designer.
What other advice do I have?
- It's easy to use
- Use standard Microsoft Office to design complex templates so you can utilize rich Microsoft Office formatting, layouts etc.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Data Group Developer at a pharma/biotech company with 501-1,000 employees
It suits us well with templates for Word, Excel and PowerPoint, along with full integration into our application.
What is most valuable?
- Word and Excel template generation
- Ability to integrate with our application
How has it helped my organization?
Our reporting tool is now fully integrated with our application, appearing and behaving as part of the application.
Report layouts can be done by less technical staff.
What needs improvement?
Some graphing capability could be improved and differences in layout for different formats (Word, PDF, etc.).
For how long have I used the solution?
3 years
What was my experience with deployment of the solution?
No. Drop in the WAR and call the API.
What do I think about the stability of the solution?
None
What do I think about the scalability of the solution?
We generate a fairly low volume of concurrent reports, so not an issue.
How are customer service and technical support?
Customer Service:
Excellent. Always got a response within hours and fixes or guidance quickly.
Technical Support:Excellent
Which solution did I use previously and why did I switch?
Yes, we used Oracle BI Publisher. Windward integrates easier, has a better Word template builder (Publisher didn't have Excel or PowerPoint template builders), and better licensing options to suit us.
How was the initial setup?
Simply drop in the WAR file. We had to do work on our end to secure the data we pass in to Windward.
What about the implementation team?
In-house
What's my experience with pricing, setup cost, and licensing?
We bought on a x number of reports generated per month basis, which suited us as we have a lot of infrequent users and monthly reports (a lot of reports are run within 1 or 2 days).
Which other solutions did I evaluate?
Pentaho and Oracle BI were the main contenders.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Business Analyst at a insurance company with 1,001-5,000 employees
Customer service is very good. Very good ROI as well.
What is most valuable?
Out and IF tags
How has it helped my organization?
It was used to automatically generate documents/emails for printing and distribution. It would use an XML source passed by the system and then rendered into a static document.
What needs improvement?
Two that I found:
- Was limited by XML path restrictions. There were a couple of times I wanted to do something in the formulas which was prohibited by XML path but okay to do in Excel and the product is sold as being able to do whatever Excel can do in terms of formulas.
- The wiki is useful but it could be expanded so much more! I had to do so much translating from Excel -> Autotag where the wiki could have gone into more depth. Imagine something with more scope like the Microsoft Excel how to guides. Much more in depth and gives you various examples of how power Autotag can be.
For how long have I used the solution?
I've used it for two and a half years.
What was my experience with deployment of the solution?
Sometimes with the activation key.
What do I think about the stability of the solution?
No issues encountered.
What do I think about the scalability of the solution?
No issues encountered.
How are customer service and technical support?
Customer Service:
Very good - I think they needed to be more up front of needing XYZ before you even submit as there was sometimes a bit and back and forth with questions around versions/correct XML etc.
Technical Support:Very good.
Which solution did I use previously and why did I switch?
No previous solution used.
What about the implementation team?
In-house.
What was our ROI?
Cannot comment accurately but it would be very good.
What other advice do I have?
Be sure that you trial it and it meets your needs.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.

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