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Morningstar Knowledge Base

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	Launch the Investment Detail Report from an investment workbook in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base Thursday 0 0	0	0
	GECS Industry Name Changes by RyanM Community Manager in Morningstar Knowledge Base Thursday 0 0	0	0
	View the predictive model in Investor Pulse by RyanM Community Manager in Morningstar Knowledge Base a week ago 0 0	0	0
	Accessing the Morningstar Market Commentary in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base a week ago 0 0	0	0
	View the Morningstar valuation model for a stock by RyanM Community Manager in Morningstar Knowledge Base 2 weeks ago 0 0	0	0
	Select a fee type before generating a Snapshot report by RyanM Community Manager in Morningstar Knowledge Base 2 weeks ago 0 0	0	0
	Rename client-level reports in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base a month ago 0 0	0	0
	Add a strategy to a Workbook template in standalone Presentation Studio by RyanM Community Manager in Morningstar Knowledge Base a month ago 0 0	0	0
	Sharing Portfolio Objects in Web-based Direct by RyanM Community Manager in Morningstar Knowledge Base 10-11-2019 0 0	0	0
	Access Analyst Research from an Investment Workbook by RyanM Community Manager in Morningstar Knowledge Base 10-11-2019 0 0	0	0
	Running the Insufficient Cash Accounts report in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 09-27-2019 0 0	0	0
	Running Practice Management Reports in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 09-27-2019 0 0	0	0
	Viewing settings assignments in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 09-20-2019 0 0	0	0
	Using Account Settings in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 09-20-2019 0 0	0	0
	Viewing a UK-based fund's PRIIP KID filings by RyanM Community Manager in Morningstar Knowledge Base 09-20-2019 0 0	0	0
	Using Auto-Allocate in Web-Based Direct by RyanM Community Manager in Morningstar Knowledge Base 09-20-2019 0 0	0	0
	Tagging securities in notes by RyanM Community Manager in Morningstar Knowledge Base 09-05-2019 0 0	0	0
	Scheduling notes in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 09-05-2019 0 0	0	0
	Tracking advisor and manager changes with alerts by RyanM Community Manager in Morningstar Knowledge Base 08-30-2019 0 0	0	0
	Select the risk-free proxy for tables and charts in web-based Direct by RyanM Community Manager in Morningstar Knowledge Base 08-30-2019 0 0	0	0
	Creating a Custom Security in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 08-23-2019 0 0	0	0
	Excluding a security from performance calculations in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 08-23-2019 0 0	0	0
	View Historical Portfolio Holdings in Web-Based Direct by RyanM Community Manager in Morningstar Knowledge Base 08-16-2019 0 0	0	0
	Create a Custom Scenario in Web-Based Direct by RyanM Community Manager in Morningstar Knowledge Base 08-16-2019 0 0	0	0
	Assign a single account fee to multiple accounts in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 08-08-2019 2 0	2	0
	Create a percent of account value fee in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 08-08-2019 0 0	0	0
	Create a Model Portfolio by Importing by RyanM Community Manager in Morningstar Knowledge Base 07-26-2019 0 0	0	0
	Import Custom Data and Returns for Model Portfolios and Client Accounts by RyanM Community Manager in Morningstar Knowledge Base 07-26-2019 0 0	0	0
	How are Client Account Fees Calculated? by RyanM Community Manager in Morningstar Knowledge Base 05-30-2019 0 0	0	0
	Apply an Investment Policy to a Client Account by RyanM Community Manager in Morningstar Knowledge Base 05-23-2019 0 0	0	0