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Morningstar Knowledge Base

Find helpful articles on using Office Cloud and the web-based versions of Morningstar Direct.

93 Posts

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	Generate the Account Overview Report in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 02-27-2020 0 0	0	0
	Schedule Automatic Exports in Web-Based Direct by RyanM Community Manager in Morningstar Knowledge Base 02-27-2020 0 0	0	0
	Select the Contribution calculation source in TPA components by RyanM Community Manager in Morningstar Knowledge Base 01-31-2020 1 0	1	0
	Combine total portfolio attribution calculations by RyanM Community Manager in Morningstar Knowledge Base 01-31-2020 1 0	1	0
	Analyze strategies in web-based Direct by RyanM Community Manager in Morningstar Knowledge Base 01-23-2020 0 0	0	0
	Set alerts for strategies in web-based Direct by RyanM Community Manager in Morningstar Knowledge Base 01-23-2020 0 0	0	0
	Set alerts for ETF price changes by RyanM Community Manager in Morningstar Knowledge Base 01-23-2020 0 0	0	0
	Upload external documents to Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 01-22-2020 0 0	0	0
	Run the X-Ray Report for portfolios in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 12-20-2019 0 0	0	0
	Mark unmanaged assets in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 12-20-2019 0 0	0	0
	View the Factor Profile graphic in the Morningstar Report by RyanM Community Manager in Morningstar Knowledge Base 12-20-2019 1 0	1	0
	Export Expanded Charts to PDF by RyanM Community Manager in Morningstar Knowledge Base 12-20-2019 1 0	1	0
	Download multiple reports in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 12-06-2019 0 0	0	0
	Set up custom billing time periods in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 12-06-2019 0 0	0	0
	Viewing Standard Factor risk model data in the Analytical View by RyanM Community Manager in Morningstar Knowledge Base 12-06-2019 1 0	1	0
	Viewing the Standard Factor risk model in web-based Direct by RyanM Community Manager in Morningstar Knowledge Base 12-06-2019 1 0	1	0
	View sustainability data for a portfolio in web-based Direct by RyanM Community Manager in Morningstar Knowledge Base 11-22-2019 1 0	1	0
	Run a Snapshot report for a model portfolio in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 11-22-2019 0 0	0	0
	Access the Investment Detail Report in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 11-14-2019 1 0	1	0
	GECS Industry Name Changes by RyanM Community Manager in Morningstar Knowledge Base 11-14-2019 0 0	0	0
	View the predictive model in Investor Pulse by RyanM Community Manager in Morningstar Knowledge Base 11-08-2019 0 0	0	0
	Accessing the Morningstar Market Commentary in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 11-08-2019 0 0	0	0
	View the Morningstar valuation model for a stock by RyanM Community Manager in Morningstar Knowledge Base 11-01-2019 0 0	0	0
	Select a fee type before generating a Snapshot report by RyanM Community Manager in Morningstar Knowledge Base 11-01-2019 0 0	0	0
	Rename client-level reports in Office Cloud by RyanM Community Manager in Morningstar Knowledge Base 10-18-2019 0 0	0	0
	Add a strategy to a Workbook template in standalone Presentation Studio by RyanM Community Manager in Morningstar Knowledge Base 10-18-2019 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 Analytical View 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