Skip to main content

The Six Steps of Using AutoTag Max


AutoTag Max is made up of six components:

1. Installation
2. Creating a Report Template
3. Connecting to a Data Source
4. Inserting Tags
5. Generating a Report
6. Scheduling a Report

Step 1: Installation

Installing AutoTag Max is a quick process. It takes just a few minutes to install and configure the software.

For release notes, system requirements, upgrade notes and more, please visit the Windward Download page.

Step 2: Creating a Report Template

A report template is simply a report without any data. Creating a template is simple because you design in Word, Excel or PowerPoint. You can create the template to display almost anything you'd like, including headers, footers, borders, bullet points, numbered outlines, page breaks, images, backgrounds colors, multiple fonts and more. Here's an example of a template in Word:


Obviously, our template is missing a critical element: data. The next step is to add a connection to a data source.

Step 3: Creating a Data Connection

When you create a data connection, you're creating a way to get to your data through AutoTag Max. Placeholders for the data can then be inserted into a report template.

From the AutoTag Max menu, click the Data Sources icon and then Add to create a data connection. You can connect your template to SQL databases, XML files, Excel spreadsheets and custom data sources. 


After you've added a data source, the Test button lets you check whether the data connection was successful.

Step 4: Adding Tags to a Report Template

Now that you have a) designed a template and b) created a way to get to your data through AutoTag Max, you're ready to link the two. This is what is known as "tagging" -- adding data placeholders to a template.

There are numerous ways to add tags (drag and drop, wizards, and more), and we won't walk through those here. But here's what your template will look like after it has been tagged:


Step 5: Generating a Report

Once you have a report assembled, you can run it with up-to-the-second data. You simply choose the desired output with a button click from the AutoTag Max menu. Here's how our report appears as a PDF:


Step 6: Scheduling a Report

AutoTag Max lets you schedule reports on your timetable. You can schedule them to run daily, weekly, monthly, and yearly, with a variety of options for each category.


Some important features include:

  • Reports that can be run periodically with the latest data at that point in time
  • Ability to distribute to targets, email lists, or printers

In addition, AutoTag Max lets you view a list of scheduled reports with details such as the report's description, when it was last run, and when it is next scheduled to be run.

  • Was this article helpful?