The report builder allows you to create custom report templates, which are stored in the Workspace. Using the Report Builder is straightforward; simply drag-and-drop report elements from the Component Library into the report grid. Use the Report Settings dialog to chose the orientation of your report before selecting any components. You can then choose from operations, performance, ratings and risk, portfolio, and style analysis elements as well as custom logo/image and text box components. The report templates you design can have multiple pages, and the templates can be used to report on any investment.
Once you have saved your template, return to Morningstar Direct to generate the report. In the report settings dialog, you may select specific benchmarks, or you may request that Report Builder find the appropriate benchmark at the time of generation by choosing a type of benchmark from the dropdown list. Examples include Morningstar Category Average and Primary Prospectus Benchmark.
The settings dialog that appears just prior to generation also allows you to specify output options. You may generate a distinct PDF for each investment in your batch and save all files to a local disk. You also have the ability to generate standard names for the PDF file(s) using the investment name, SecId, or ticker.
Create a targeted presentation that fits the unique needs of your audience.
Display the results of your research more succinctly in a single packaged report.