New Accounts Report

This Data Management report lists all new accounts added to Morningstar Office during a given time period. This includes accounts added through Import and Manual Entry. Enter the following information to generate this report:

1. In the Start Date box, enter the start date (mm/dd/yyyy) or use the calendar icon to select the start date for the report.

2. In the End Date box, enter the end date (mm/dd/yyyy) or use the calendar icon to select the end date for the report.

3. If the Report Type option is available, use the drop-down menu and select to generate the report in PDF or Excel Table format.

4. Click OK

Once you click OK, your report will generate on Morningstar's servers. Once complete, your report will be available to be viewed from the Reports page under the Reports tab.

Note: This report will include all reports added to Office within a given time period. So, new subscribers will see all accounts in this report, regardless of whether the accounts are new to the firms.