Speaking Your Language

The business users' blog about document generation and all things reporting software

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Speaking Your Language - The business users' blog about document generation and all things reporting software

Windward’s Database Reporting Tools – Tips and Tricks

Save oodles of time with AutoTag utilities

File this under “in case you missed it.” Windward has a number of features designed to make your life easier when you work with our database reporting tools. But if you haven’t discovered them all yet, we’re going to run down some of the top time-savers here in this blog. So without further ado:

The AutoTag Tag Tree

Tag Tree

Want to know about the tag structure of a particular template? Say hello to the tag tree. The tag tree, found in the AutoTag tab, displays all a template’s tags in an easy-to-understand format.

Useful features include the ability to display a tag’s contents (by resting the mouse on a tag) and the ability to go to any tag in a template (by double clicking on that tag). Learn more about the tag tree.

Pods

Pods increase the speed and efficiency of building reports by letting you create a template without recreating a tag. Instead, you take existing tags, tables and other template sections – and simply drag and drop them into a new template.

To use a pod, click the Pod Bin icon:

This opens the pod bin (in this case, we’re using a blank template):

Then, just drag and drop one of the available pods into the template:

This short Using Pods video will show you how it’s done. (Wondering how the pod was created in the first place? See the Creating Pods video.)

 Data bin

Want to create a table of data quickly? Then start with the Data Bin. It contains all a template’s data in an easy-to-view – and access – format.

First, click on the Data Bin icon. Then, drag and drop the desired data group from the Data Bin into your template. Here’s a simple example that shows you how to create a table of employees.

Drag the data group:

Into your template:

And run the report to generate the table of data:

 

We’ll be including more tips for using our database reporting tools in future posts, so stay tuned!