Autotag

(3)
4.0 out of 5 stars

AutoTag is a free-form report design tool for creating the exact template layout, design, format and edit reports quickly and easily, all within the familiar interfaces of Microsoft Word and Excel.

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Autotag review by <span>Amanda N.</span>
Amanda N.
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What do you like best?

The product is very flexible but still incredibly intuitive to use (since it's Microsoft Word based). Reports become easy to design, format, and edit. In fact, even though we originally purchased the program to supplement our product, we enjoyed the product so much that we ended up using it to create a number of our own reports. To take full advantage of the product, I would recommend to use their training sessions. They cover almost everything you need to know and learn. Their support team is also very responsive and can point you to the right direction if there's an issue you're running into.

What do you dislike?

Though their support is quick to respond and usually know exactly how to solve the issues you're running into, the questions you can ask their customer support is a bit restrictive unless you wish to contract them. The updates they regularly provide also tend to be hit or miss. I cannot count the amount of times when we realized our forms are now missing parts of tags, or tables have shifted due to the newest update to Autotag that was supposed to fix another issue.

Recommendations to others considering the product

Definitely take advantage of their scheduled classes and online Wikipedia, it'll go a long way to help with understanding the product and how it can help your business.

What business problems are you solving with the product? What benefits have you realized?

We use this to create small volume templates for our clients. It's flexibility allows for immediate changes and implementation on critical forms.

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Autotag review by <span>Steve I.</span>
Steve I.
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MS Office Templates

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What do you like best?

AutoTag allows developing templates against a local database or XML file before installing on a production server to generate reports via Windward Engine. The selection is powerful enough that nearly any combination of output is possible - it really helps to "never say no" to a customer.

Implementation as an add-in for MS Office applications means it is easy to see what the reports you develop will look like. And there's quirky graphics in the UI that are updated seasonally - Summer, Fall, Halloween and even Christmas!

What do you dislike?

It can be difficult to determine the applicable syntax from the documentation since AutoTag supports so many different data sources. Fortunately the XPath Tag Wizard turns graphical selection logic into select tag syntax for many common situations.

Occasional UI oddities, particularly around focus and mouse pointer selection. There is so much functionality in AutoTag one of the hardest things can be navigating the documentation to find what applies to the template you are building.

Recommendations to others considering the product

If you use the Windward Engine for reporting, AutoTag is a great part of the package. Implementation as a plug-in for MS Office applications makes it convenient to use.

What business problems are you solving with the product? What benefits have you realized?

Exporting to MS Office documents is an incredible feature for our product and our customers as we enable digital transformation from document-based to fully online processes. With the Windward Engine built into Blueprint, our requirements management product, AutoTag enables customers and consultants to build templates that export requirements into the exact document formats our customers currently use. Customers are able to adopt Blueprint while maintaining stable procedures and continuing to meet contract and compliance requirements for MS Office documents.

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Autotag review by <span>Rafal H.</span>
Rafal H.
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What do you like best?

It's a great add-on to microsoft package allowing creating templates for one off reporting without need of reproducing same report manually each time.

What do you dislike?

There are some limitations to what autotag can do. Also there is quite a few issues with report layout when printing to PDF, but new functionality has been release which helps to resolve that issue.

What business problems are you solving with the product? What benefits have you realized?

Biggest advantage of autotag in our company, is that a lot of reports that we produce are one off and using this piece of tool to create templates saves a lot of time .

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