Edit Template

Edit the template and it will be available for you to use in the future.

  1. Type in changes you want to make to the report template. (For example, enter in your Investment Evaluation & Selection Criteria.) Yellow highlight indicates data that are uneditable. However, you can move the position of the highlighted data.

  2. Click Save. The customized template will be saved and available for future use.

Tip: Click Reset if you want to set the template back to the Morningstar default.