AutoTag Max adds two tabs, AutoTag and Report Manager, to Microsoft Word, Excel and PowerPoint.
- In the AutoTag tab, you create and edit tags.
- In the Report Manager tab, you perform miscellaneous tasks.
Interfaces vary slightly for differing versions of Office. This page provides details on each function, to see exactly what your AutoTag interface will look like, see the pages for Office 2003, Office 2007, and Office 2010.
AutoTag Tab in Office 2010
Pods. Pods contain pre-defined groups of tags that you can drag and drop into report templates.
Data Bin. The Data Bin contains all the data that is accessible from a particular report template. You can drag and drop items from the Data Bin into your template.
. Windward Reports lets you insert a variety of data types, including single pieces of data, charts, images, tables and more. Each type of data is associated with a tag type. When you click the Tag icon, a pop-up window shows you all the tag types.
The exact menu you see will vary, depending upon where you are in a template and what it contains, but there are typically three main items:
Select box. This contains the select statement, also known as a call or a query to a data source, that tells the template what data to retrieve when the report is run.
Evaluate. When you select a tag and click the Evaluate icon, a pop-up window shows you the real-time data associated with that tag.
Wizard. The wizard walks you step by step through selecting a subset of data to use in a report.
Report Manager Tab in Office 2010
New Template. The New Template wizard walks you through connecting a blank template to a data source.
Parameters. Useful when working with a template containing variables, parameters let you find undetermined variables and enter default values and types.
Data Sources. This lists all the data sources a template is connected to.
Load Pods. This icon lets you load groups of tags (pods) into a template.
Edit RDLX. This lets you edit pod files.
Convert Tags. This converts all the tags in a document from text to field or vice versa, depending upon how they are selected in the AutoTag options.
Replace. This tools lets you find and replace text in tags throughout a document.
Schedule Report. The wizard walks you through creating a report that will be run on a reoccurring basis.
View Scheduled Reports. Use this icon to view a list of all the reports (not just from this particular template) that have been scheduled and to view generated reports.
Options. AutoTag's options control how tags are read and how they display in your template. The AutoTag Max tab in the Options dialog allows you to pause, resume, stop, and start AutoTag Server, turn the report scheduler database on or off, and set the email server.
License. You can update and view your license key via this icon.
Website. This links to the Windward Reports website.