Who Uses This Software?

OEM/ISVs, System Integrators, & Enterprises where they have document generation or reporting needs the require true free-form design, smart document logic, and an intuitive & easy user interface.


Average Ratings

31 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $250.00/month
    See pricing details
  • Pricing Details
    Available in per-server and per-report modes.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Windward Studios
  • www.windwardstudios.com
  • Founded 1996
  • United States

About Windward Studios

Quick Report Production that's Data-Driven Swiftly achieve data-powered and visually outstanding documents that look precisely the way you desire. -- * Visually Brilliant Designs * Smart Document Logic that's Savvy * Templates in a Flash * Exceptional Intuitive Interface * Super Cost-Effective -- Windward provides a unique document generation platform for OEM, individuals, organizations, and system integrators. Our document generation software creates dynamic documents as you imagine them.


Windward Studios Features

  • Customizable Dashboard
  • Data Source Connectors
  • Drag & Drop
  • Drill Down
  • Financial Reports
  • Forecasting
  • Marketing Reports
  • OLAP
  • Report Export
  • Sales Reports
  • Scheduled / Automated Reports
  • Batch Processing
  • Collaboration
  • Digital Signature
  • Interaction Tracking
  • Multiple Output Formats
  • Templates

Windward Studios Reviews Recently Reviewed!


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

Jun 10, 2015
4/5
Overall

3 / 5
Ease of Use

5 / 5
Customer Support

Comments: 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.

Capterra loader

Happy with Windward

Jan 10, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Vendor Response

by Windward Studios on January 11, 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.

A great piece of kit

Aug 22, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: Its a great piece of kit with amazing support. Integration into Microsoft programmes softens the learning curve required, along with the array of supporting videos and webinars. Once you are using it regularly then creating new templates becomes second nature.

Enabling Technology making document generation easy

Jan 25, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1. The ease and speed of the design of our document and report templates. Directly from our Office (Word, Excel, Powerpoint), we have our analysts designing the templates.

2. Linking to numerous data sources and enabling of ODATA querying.

3. Wrappped as a webservice can be used by any 3rd party system in your organisation to become your universal document and report generation system.

4. Bring reporting capabilities to legacy and new systems.

Cons: Documentation could be updated for even more improved guidance in more complex templating and integration projects

Vendor Response

by Windward Studios on February 08, 2019

Thank you for the nice review. And we are working to improve the documentation even more - there's (always) a lot more we can do with it.

Windward document generation

Jan 23, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Windward design studio has put the ability to develop new documents in the hands of operations, and frees engineering resources.

The engine delivers output as promised. We have not seen the engine struggle to produce everything sent that way.

The support is great. We encountered our barcode was custom and needed Windward support. They responded quickly, worked through the issue and after a few attempts solved the issue, quickly.

Cons: Support was responsive but encountered a barcode issue that required multiple attempts to solve. It is a reality of software, but is the only con I could provide.

Overall: The purchase of the software was straight forward. Software and licenses were easy to install. Windward software is as advertised. Support is great. Windward recommended a professional services vendor that delivered as well as the Windward product. I strongly recommend Windward as a document generation solution.

Capterra loader

Awesome Service for Report Generation

Jan 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This service is easy to use. I have worked with windward for nearly 2 years now and each version gets better. They update nearly every 2 weeks and the integration with Word and Excel makes it easy to create reports with some advanced Microsoft Word features such as Charts.

Cons: They documentation was not great although in recent months documentation has taken a full overhaul and is getting better each day.

Overall: The experience has been excellent! Support is superb!

A powerful tool for automating the doc generation.

Feb 19, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
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Pros: Good customer support

Continuous improvement on the features

Cons: You need to tweak the template a lot to get a pixel-perfect output for both Word and PDF.

Overall: We use the Java engine to generate docs (PDF & Word) through a web application, and it's quick and straightforward to implement. Overall it's a great tool to create automated reports for web applications.

Powerful and smart reporting system

Jun 19, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: 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.

Template design made easy

Jan 08, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: 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.

Vendor Response

by Windward Studios on January 09, 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.

Review for Windward Java Engine

Jan 31, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 1. Never crash

2. Easy to use and set up

3. Able to support complex reporting logics

4. Fairly fast

5. Good support

Cons: 1. Need to use Word/Excel to build the report, no web based report builder for Java Engine. It can be a good thing, as most of our reports are in PDF, Word or Excel format.

2. It doesn't have built-in JSON format, we have report data that are in JSON format.

Overall: We need to create commercial quality operation reports. Windward is a perfect fit. It reduced our report development time a lot. The support is very good.

Vendor Response

by Windward Studios on February 05, 2019

Thank you for your very nice review. On the JSON issue we do support JSON datasources (added about 3 years ago). Please upgrade to version 15 or later to see this functionality.

Again, thank you for the very nice review.

Capterra loader

Awesome Product

Jan 02, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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!

Vendor Response

by Windward Studios on January 04, 2019

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

Winward Autotag - a great piece of kit.

May 23, 2016
5/5
Overall

4.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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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.

Recommendations to other buyers: Make sure you cover all aspects of the software from what it currently offers to how it works with MS and the support network it brings with it. Also try and engage with other users before committing, this is what I did and never looked back. Its a much more enjoyable tool than the likes of other well known products.

Capterra loader

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

Jan 08, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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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.

Vendor Response

by Windward Studios on January 10, 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.

Powerful reporting to improve your products or services in a snap

Jun 20, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Overall: 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.

Recommendations to other buyers: There is a growing group of experts in the software, ask them for help.

Powerful product which is constantly evolving and growing.

Nov 04, 2017
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

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.

Templates

Jan 25, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The easy of use and marking engine for templates.

Cons: The missing libraries for processing of pictures from cameras.

Vendor Response

by Windward Studios on January 28, 2019

Thank you for the very nice review.

Can you please tell us more specifically about what you mean by "processing of pictures from cameras?" We do have fill bitmap support so I assume this is something in addition to that?

Please post your suggestion about this (and anything else) at http://ideas.windward.net.

thanks - dave

Great product, beautiful output, fabulous support

Feb 10, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: 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.

Perfect Tool for creating templates and documents

May 25, 2016
5/5
Overall

4.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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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.

Recommendations to other buyers: Attend the training. Learn the power of AutoTag. When you start using AutoTag, spend the time to learn how to use PODs, it will save you so much time the more documents you convert over to use AutoTag.

Windward is a great product to use

Nov 05, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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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.

Great for quickly developing tagged templates

May 05, 2016
5/5
Overall

4.5 / 5
Ease of Use

4.5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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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.

Recommendations to other buyers: Create the available POD files for your templates, it helps in automating your document generation process especially if you are creating a front end UI website for your users.

Enterprise Reporting

Nov 06, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Really great people behind the scenes who are willing to help and knowledgable about how to best utilize the software.

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

Best Customer Service Ever

Oct 19, 2014
5/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: We are not a large client to Windward, but they always make us feel that way. Every time we have a question or suggestion, we get an impressively timely response. Even things that other vendors might charge us for, if Windward feels it would improve the product, they roll it into the next release. Their service greatly exceeds that of vendors we pay seven figures a year.

From a product respective, it is exactly what they advertise. A Microsoft Office design environment for enterprise data. And the server engine makes Crystal Reports look like a dinosaur from a speed perspective.

The major downside I've seen has been in the server pricing which only has a "per core" option. This has caused us to have to engineer our datacenter / redundancy design differently than if we did not have this constraint.

Powerful form rendering engine

Oct 23, 2014
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: CodeObjects is a cloud based SaaS solution for insurance process management that goes beyond the core of policy, billing, and claims to include all the ancillary functions. One of the ancillary services that we provide is document generation and we use Windward for this. Before windward we were using an Adobe based document rendering engine. Switching to windward helped us with the following:

- Reduced the time it takes to create document templates by about 80%

- Reduced the time it takes to configure complex form generation rules by more than 80%

- On an average our customers were able to learn the windward tool by about 70% faster compared to the Adobe product.

Overall it provided a great advantage to us in this competitive Landscape.

Great reporting software once you figure out the niggles

Feb 11, 2016
4/5
Overall

3 / 5
Ease of Use

5 / 5
Customer Support

Comments: 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!

Excellent Product for Technical Report Writers

Mar 26, 2015
5/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

Comments: 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.

Fast, fast report / PDF generation for production environments

Oct 27, 2014
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: I'll start with the only con, it isn't cheap - but then cost is relative - we compared with other similarly scalable products and then, well, it looked much more favourable!

If you need to generate multi-page PDF documents in fractions of a second based on simply tagged word documents and some data to fill in the blanks then these are the people to talk to. Windward Reports does much more - but even for this it is worth the cost.

Support is great, the team is very friendly too.

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

Jan 08, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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

Vendor Response

by Windward Studios on January 10, 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.

PSiDEO's review of Windward Solutions

Oct 29, 2014
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: PSiDEO has been successfully collaborating with Windward Solutions for many years as well as using Windward's products in its own solution with satisfaction for the same period. Additionally to performing products, Windward has also supported PSiDEO's activities by being open and flexible with its business models and negotiation schemes to ensure both companies business operations and needs are met in a collaborative and efficient way.

Great solution for integrating word templates into business process

Jul 09, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: 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.

Easy to use, learning curve minimal.

May 22, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: 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.

Big Data Analytics

Oct 22, 2014
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: The AutoTag add-in our analytics team uses for reporting has significantly improved our analysis productivity and helped us to view metrics which aid management in making better data-driven decisions.