< Back to Blog

Why Do You Need Reporting Software?


By automating the entire reporting process in your organization, you cut down on the amount of time spent on the task and create more time to focus on other tasks like analyzing reports. With less manual input, you can eliminate human error in this process and ensure that reports sent to customers are customized and adhere to specific standards all the time.Data can be collected from various data sources and compiled to generate a report automatically whenever needed.

Report Automation Simplified — Garner Quicker and Deeper Insights

With an intuitive interface, generating reports is made simple. A lot of repetitive tasks like document formatting and back and forth exchange of emails for approval of documents is not necessary. With an automated reporting system, you will save as much as 85 percent of productive hours that would usually be spent on work that the software can do. This process becomes a lot faster and translates to a better return on investment. A report creation wizard guides the user through the process of error-free report generation. It will even incorporate graphs, tables, and charts as well as carry out calculations, eliminating the risk of human error in the process.

Save Time and Money

The drag and drop action is just one of many efficient features in Windward that will help you save time when generating reports. It also allows a user to choose between automatic or manual data refresh at specified intervals. The distribution process can also be automated so that once the report is generated it is immediately emailed to all stakeholders.This process can be completed in a matter of minutes and that saves valuable time for an organization to concentrate on growing the business.

Comprehensive Report Generation

Is the data stored on various servers and computers? No problem—you can have a report generated with a single click and the software will combine data from multiple sources to create a comprehensive report.

Without leaving their desk, a user can generate a customized report and avoid repetitive tasks. The interface allows for scheduling report generation and distribution of these reports to the concerned parties.

However complex your organization processes, Windward will seamlessly generate reports from the different processes and combine them into one report. There is no need for human participation in the summarizing,formatting, and emailing of the reports. Simply schedule and automation will do the rest.

One Stop Report for All Processes of Your Business

Business managers need to keep their eyes on every aspect of the business.

With an automated report generator, you can monitor all the processes: production, sales, customer care, HR and all the other departments.  

With scheduled automated reports, decision makers in a business can keep track of performance and spot problems early enough to make adjustments. It does not matter how big an organization may be, the software can summarize all the reports to provide a regular single report on the different aspects of a business so you can have a one-stop report for all the processes.

Unrestricted Report Automation and Generation

The user is free to determine the type of report they generate. It could be a summary report, detailed operational report or strategic.The Windward Designer works for you precisely the way you want it to so you can determine what the report looks like. The software also allows you to program it to handle all the business reports, whether they are internal or external.There is unlimited flexibility in the generation of reports so you can schedule as many as you wish from different data sources. Choose the data applications you wish to use and watch as the software easily and efficiently produces reports.

User-Friendly Operation

You do not have to be an IT expert or know how to write code. Windward is intended for anyone to use. You can set it up to generate automatic reports of your choosing by availing the user-friendly interface. Swiftly generate a professional report and have it sent to a client without having to go through quality checks. The setup wizard will guide the business professional to set up the automation software. Once setup you can be assured of professional reports generated according to schedule or on demand with very little human input and the least amount of time spent on the process.

Advantages of Report Automation:

-         You will spend less time generating and sending reports to the concerned parties

-         Report data can be easily and quickly updated across different servers in just seconds

-         The software eliminates the risk of human error during data entry and saves you from carrying out monotonous tasks

-         Time saved through automation can be refocused on other details of the business

-         Businesses can reduce the time they keep clients waiting for reports and other deliverables

-         Happy clients can translate into more money for the organization

-         Quality and standards can be ensured through automation

Report automation tools like Windward will ensure a great return on investment. Do not allow your company to be weighed down by repetitive tasks. Try out the Windward document automation tool and say adieu to human errors and delay when generating reports.

Tags Start & End

Tags Can Start & End Anywhere

Appendix B

.NET code for multi-page image output

Appendix A

Java code for multi-page image output

Data Bin Search

The Data Bin can now be searched to find a table, column, node or other piece of data without scrolling through it all.

Shrink to Fit

This will shrink the contents of a cell until it fits the defined cell size.

Time Zone Conversion

A new Windward macro has been added to help with converting dates and times from UTC time to the local time zone.

Image Output Format

New image output formats added.

PostScript Output Format

PostScript, commonly used with printers and printing companies, has been added as an additional output format.

New and Improved Datasets (Designer, Java Engine, .NET Engine)

Datasets have been re-written from scratch to be more powerful and easier to use.

Stored Procedure Wizard (Designer)

This works for all tag types that are connected to a SQL-based data source (Microsoft SQL Server, Oracle, MySQL, or DB2).

Boolean Conditional Wizard (Designer)

Before, conditional statements could only be written manually. Now they can also be built using our intuitive Wizard interface.

Reorganized Ribbon

The ribbon menus have been re-organized and consolidated to improve the report design workflow.

XPath 2.0 as Data Source

Adds various capabilities such as inequalities,descending sort, joins, and other functions.

SQL Select Debugger

SQL Select  Debugger

  • The look and feel was improved
  • Stored Procedure Wizard
  • Improved Exceptions pane

Tag Editor/Tag Selector

Added a Query tab as a field for typing or pasting in a select statement

  • Color Coding of Keywords
  • TypeAhead
  • Evaluate is now "Preview"

Rename a Datasource

All tags using that Data source will be automatically updated with that name.

Connecting to a Data Source

New single interface to replace 2 separate dialog boxes

Tag Tree

Displays of all the tags in the template, structured as they are placed in the template. This provides a simple & intuitive way to see the structure of your template. Also provides the capability to go to any tag and/or see the properties of any tag.

Added Javelin into the RESTful Engine

Support for Google Application Engine Integration

The ability to integrate the Windward Engine into Google’s cloud computing platform for developing and hosting web applications dubbed Google Applications Engine (GAE).

Additional Refinement for HTML Output

  • Improved indentation for ordered and unordered lists
  • Better handling of template header and footer images
  • Better handling for background images and colors

Redesigned PDF Output Support

This new  integration will allow for processing of complex scripts and bi-directional  text such as Arabic.  Your PDF output  will be much tighter and more closely match your template, and we’ll be able  to respond rapidly to PDF requests and fixes.

PowerPoint Support

Includes support for new ForEach and slide break handling, table header row repeat across slide breaks, and native Microsoft support for charts and images.

Tags are Color Coded

Tags are color coded in the template by type, making it easy to visually identify them.

Increased Performance

Version 13’s core code has been reworked and optimized to offer a reduced memory footprint, faster PDF generation and full documentation of supported features and limitations in the specifications for DOCX, XLSX and PPTX.

Advanced Image Properties

Documents can include advanced Word image properties such as shadows, borders, and styles.

Improved HTML Output

Windward has updated HTML output to reflect changing HTML standards.

Version 13 New Data Sources

Windward now works with a slew of new datasources: MongoDB, JSON, Cassandra, OData, Salesforce.com

Generate Code

The Generate Code tool in the designer allows you to open an existing template and, with a click of a button, automatically create a window with the code needed to run your current template with all data sources and variables. Simply copy this code and paste into your application's code in the appropriate place. You now have Windward integrated into your application.

You only need to do this once. You do not do this for each template. Instead, where it has explicit files for the template and output, change that to parameters you pass to this code. Same for the parameters passed to Windward. This example uses explicit values to show you what to substitute in where.

Pivot Tables Adjusted in Output

Any pivot tables in an XLSX template are carried over to the XLSX output. The ranges in the pivot ranges are adjusted to match the generated output. So your final XLSX will have pivot tables set as expected in the generated file.

This makes creating an XLSX workbook with pivot tables trivial.

Imported Template Can be Set to Match the Parent Styles

In an imported sub-template, if its properties for a style (ex. Normal) differ from the parent template's properties for the style, the use in the sub-template can be set to either use the properties in the sub-template, or the properties in the parent.

You set to retain when you don't want the child template's styling to change when imported. You set to use the parent when you want the styling of the imported template to match the styling in the parent.

Any explicit styling is always retained. This only impacts styling set by styles.

Tags can be Placed in Text Boxes

Tags can be placed in text boxes. Including linked text boxes. This gives you the ability to set the text in a textbox from your data.

Tags can be Placed in Shapes & Smart Art

Tags can be placed in shapes & smart art. This gives you the ability to set the text in a shape from your data.

HTML Output Supports Embedded Images

When generating HTML output, the engine can either write bitmaps as distinct files the generate HTML references, or it can embed the images in the HTML providing a single file for the output.

Footnotes & Endnotes can Have Tags

You can place tags in pretty much any part of a template, including in footnotes & endnotes.

Document Locking Supported in DOCX & XLSX

Any parts of a DOCX or XLSX (PowerPoint does not support this) file that are locked in the template, will be locked the same in the output.

Specify Font Substitution

If a font used in the template does not exist on the server generating a report, the font to substitute can be specified.
In addition, if a glyph to be rendered does not exist in the font specified, you can specify the replacement font. This can be set distinctly for European, Bi-Directional, and Far East fonts.

Process Multiple Datasources Simultaneously

If you need this - it's essential. And if you don't need it, it's irrelevant.

Windward enables you to build a document by applying multiple datasources to the template simultaneously. When Windward is merging the data into a template, it processes the template by handling each tag in order, and each tag pulls from different datasources. (As opposed to processing all of one datasource, then processing the next.)

This allows the select tag to use data from another datasource in its select. For example, if you are pulling customer information from one data source, you can then pull data from the sales datasource using the customer ID of the customer presently processing to pull the sales information for that customer. If you're interested in patching together your data from multiple datasources, read this post on our blog.

Genesis Abel

Written by:_
Genesis Abel


Got questions about reporting and document generation? We've got answers—let's connect!
Send a note
messaging, phone, or email contact optionsclose out button