6. Click OK and you will be asked if you want to save the changes to apply for later use.
Name the Report Template and continue to generate the report.
7. Your report will open in a new window. From here, you can Save the report to your
Saved Reports folder or E-mail it using Morningstar Direct’s email program.
Many clients elect to create fully customized reports showing only those elements germane
to their analysis, and to personalize them with a company logo and text box for individual
disclosure language. To do this, you will ﬁrst create and save the template, then execute
the report. Report components include performance, ratings and risk, portfolio, operations,
and style components. The templates you design can have multiple pages and be used for
1. From the top navigation anywhere in the product, go to Tools and click on Report Builder.
Charts and Reports | Create Reports