Managing Common Workflows

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Oﬃce

Managing Common

Workflows

Morningstar OfficeSM Cloud

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The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; (3) is not warranted to be accurate, complete or timely; and (4) does not constitute advice of any kind. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any statements that are nonfactual in nature constitute opinions only, are subject to change without notice, and may not be consistent across Morningstar. Past performance is no guarantee of future results.

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Managing Common Workflows in

Morningstar Office Cloud

Overview Welcome to Morningstar OfficeSM Cloud. The Morningstar Office Cloud platform is

designed for the modern advisor to perform end-to-end workflows, while offering best in class research.

This workshop provides you with the basic knowledge to navigate the platform and work with data and tools that are essential to serving your clients needs.

This manual describes the following topics:

gDifferences between Office Desktop and Office Cloud (page 6)

gNavigating your way around Morningstar Office Cloud (page 8)

gWorking with Qualitative Research in Morningstar Office Cloud (page 9)

gAnalyzing Investments in Morningstar Office Cloud (page 20)

gAnalyzing Prospects and Accounts (page 32)

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Differences between Office Desktop and Office Cloud Overview

Differences between Office Desktop and Office Cloud

Overview This section describes key differences between Morningstar Office Desktop and

Morningstar Office Cloud, including the following: g what is different in Morningstar Office Cloud g how content is displayed, and

g which tools are exclusive to Morningstar Office Cloud

What’s different about Morningstar Office Cloud? Morningstar Office Cloud brings simplicity and ease of use to advisors, including:

g mobility g simplicity, and

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Differences between Office Desktop and Office Cloud How do I interact with Morningstar Office Cloud?

Morningstar Office Cloud October 2020 7

How do I interact with Morningstar Office Cloud? Within Morningstar Office Cloud, start by selecting a list, screen, client, account, model

and more. Once selected, build and save data sets and analytical views to complete research and analysis tasks. Your analysis consists of the following:

g Data Sets - sets of data points used to analyze content within a grid. Select from Morningstar standard data sets or create your own custom data sets. In addition, you also have the option to apply peer analytics to your grid.

g Analytical View - a series of tabs which contain charts, tables and research tools. customize each tab to add or delete charts, tables or research using the edit panel.

Use these icons to discard, add, locate or export investments. You can also add to or save using the Action icon.

Create a custom tab by clicking here and adding your own set of charts, graphs and research tools. Select a list or a

screen here.

Select a pre-built analytical view here, or create and save a custom analytical view.

Click hear to access a library of charts, tables and research tools. Conduct deeper analysis for securities

using the charts tables and research tools within these tabs.

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Navigating your way around Morningstar Office Cloud Overview

Navigating your way around Morningstar Office Cloud

Overview Morningstar Office Cloud connects all aspects of your practice to help streamline the

way you want to work. In fact, you can move around the program using a single menu and tool bar. This section describes how to navigate the different areas of the platform.

How do I navigate from the Home page? After logging in, the Home page provides easy access to clients and accounts, lists and

screens, and practice information. From here, access the header and Menu.

The header contains a series of icons which you can use to search for reports, research and clients, view notifications, create a variety of tools using the Create icon, and access user profile and global settings.

The Menu takes you to the different areas of the program, and provides access to other Morningstar Office Cloud tools, such as import and alerts.

Use this menu to find the content you create.

Use this menu to create content used across the platform.

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Working with Qualitative Research in Morningstar Office Cloud Overview

Working with Qualitative Research in Morningstar Office Cloud

Overview Use the Morningstar Research area to access content from Morningstar’s Research

team—our analysts on managed investments, equities, fixed income, macroeconomic

trends, and more.

The top section of the left-hand navigation contains Morningstar’s content library. The table below describes how Morningstar’s library is organized:

Use this page… To find this content…

Featured Curated content selected by Morningstar’s editor with an

Advisor focus.

Latest Most recently published articles and reports, updated daily.

Publications Morningstar subscription publications, which you can also

subscribe to. Within this area, you will also find Morningstar Methodology papers, Presentations, and more.

Topics Articles grouped by specific areas of interest, such as

Sustainability or Active Investing. Subscribe to topics and be alerted when new content is published within topics that are of interest to you.

Videos A repository of short video clips.

Use this area to explore Morningstar Research.

Use this area to compile your selected tools and resources.

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Working with Qualitative Research in Morningstar Office Cloud Exercise 1: Build your bookshelf The bottom section of the left-hand navigation contains My Research. Think of this

area as your bookshelf, where you can store content that is most important to you. It’s also where you shelf other tools, such as lists and screens, to help further your research activities.

Exercise 1: Build your bookshelf Now that are familiar with the content available within Morningstar Library, begin

building your own personal bookshelf. Complete the following tasks: g From the Latest page, bookmark an article that piques your interest

g From the Topics page, follow a topic that is important to your practice activities or clients, and

g From the Publications page, follow the Morningstar Presentations.

This page… Contains this content…

Alerts Trigger a Morningstar Manager Research alert to notify you

when new research is released related to a security or list of securities.

Bookmarks Articles or reports that you have previously bookmarked.

Note that once bookmarked, content will remain indefinitely. Lists & Screens List of investments created anywhere within the platform.

Click on any list or screen to filter for articles and reports that relate only to the securities that comprise the list.

Following This area notifies you when new research is available

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Working with Qualitative Research in Morningstar Office Cloud Exercise 2: Create a list and see related Morningstar Research

Exercise 2: Create a list and see related Morningstar Research When reading an article or paper, you may find you want to conduct deeper analysis of

an investment or list of investments mentioned in the article. You can easily create and save a list of investments while you are reading.

To create a list from an article, and then view other articles that relate to the investments contained in the list, do the following:

1. From the Menu, select Morningstar Research. The Featured page launches.

2. From the left panel, click Latest page.

3. Click on any article of interest that contains holdings.

Click here to start.

Click on an article title to launch.

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Working with Qualitative Research in Morningstar Office Cloud Exercise 2: Create a list and see related Morningstar Research

4. In the Mentioned Securities area, click the Action icon.

5. From the Actions menu, click Save As New List. The Save As New List dialog

box opens.

6. In the Enter List Name field, type New Ideas.

7. Click Done.

Select this option.

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Working with Qualitative Research in Morningstar Office Cloud Exercise 3: Create Morningstar Manager Research Alert

Exercise 3: Create Morningstar Manager Research Alert Another way to stay current on research that relate to investments, is by creating a

Manager Research alert. Manager Research alerts can be triggered for an individual security or list of securities.

In this exercise, trigger a Morningstar Manager Research alert for the New Ideas list. Do the following:

1. From My Research, click Alerts. The Morningstar Manager Research Alerts page opens.

2. Click Manage Alerts. The Edit Alerts: Morningstar Manager Research box opens.

3. In the Search to add a List, Equity, ETF, Managed Product or Fund field, type New Ideas.

Then select the New Ideas list from the options listed.

Select there optional.

Type the list name here.

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Working with Qualitative Research in Morningstar Office Cloud Exercise 3: Create Morningstar Manager Research Alert

4. Click Save. Then select your preferred notification level.

When you trigger the Morningstar Manager Research alert for a list or single security, you will be notified when new research is released through the Notifications icon on the top of your screen. In addition, you can choose to be notified by email for triggered alerts.

Choose how you want to be notified here.

Click here to view follows and alerts.

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Working with Qualitative Research in Morningstar Office Cloud Where do I create and manage other alerts?

Where do I create and manage other alerts? The Morningstar Manager Research alert is just one type of alert you can trigger for

investments and lists. Other alerts are created and managed within Workspace > Alerts, under the Home page.

The Alerts page contains a list of triggered alerts (these are the same alert triggers you find within the Notification icon). Filter to narrow down specific alerts or securities.

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Working with Qualitative Research in Morningstar Office Cloud Where else do I find Qualitative Research in Morningstar Office Cloud? Where else do I

find Qualitative

Research in Morningstar Office Cloud?

Morningstar Office Cloud is an integrated platform. Meaning, the work you do in one area of the program, is easily surfaced in other areas of the program.

For example, in the previous exercise, you created a list of investments in the Morningstar Research area. In the next exercise, open the same list in grid. From the grid, launch the analytical view, to find a mix of charts, tables and research tools, allowing for deeper analysis of the investments that comprise your list.

Exercise 4: Open a list within a Grid Now, open the New Ideas list inside a grid. From there, launch the analytical view.

Do the following:

1. From the Home page, in the Lists & Screens widget, click New Ideas. The New Ideas

list opens in a grid.

2. On the Grid header, click on the name of the first investment in your list. The Analytical

View panel opens.

3. Select the Analyst Research tab.

Click this list.

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Working with Qualitative Research in Morningstar Office Cloud Exercise 5: Add third party news sources to the Analyst Research tab

Exercise 5: Add third party news sources to the Analyst Research tab Within the analytical view, you have the option to customize the content found within

each tab. For example, you may want to consolidate your research activities by adding third-party news sources to your analyst research tab.

In this exercise, add the News research tool to the Analyst Research tab. Do the following.

1. On the header, click the Edit icon. The Edit panel opens.

2. In the Search for Charts, Tables and Research field, type News.

3. Drag and drop News into the tab.

4. Click Done.

Click this icon.

Drag and drop the News research tool here

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Working with Qualitative Research in Morningstar Office Cloud Exercise 6: Rename the Analyst Research tab Exercise 6: Rename the Analyst Research tab In the last exercise, this tab changed to include third-party news sources. Rename the

tab to be more inclusive of the content found within it. Do the following:

1. On the Analyst Research tab, click the Action drop-down menu.

2. From the Edit Tab menu, select Rename.

3. In the text field, type Research and News.

4. Click Save.

Select this option.

Type Research and News here.

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Working with Qualitative Research in Morningstar Office Cloud Exercise 7: Save an Analytical View

Exercise 7: Save an Analytical View You may have noticed that the name of your analytical view changed from Managed

Investments to Untitled -- Edited. That occurs when you make a change to an analytical view template, and is prompting you to save it as a custom analytical view.

Do the following:

1. On the Analytical View header, click the Action drop-down menu.

2. From the Analytical View Actions menu, select Save As.

3. In the Enter a new Analytical View name field, type Managed Investments New.

4. Click Save.

Select these options.

Type Managed Investments News here.

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Analyzing Investments in Morningstar Office Cloud Overview

Analyzing Investments in Morningstar Office Cloud

Overview Within Morningstar Office Cloud, data is displayed within grids, tabs, charts, tables.

This includes, list, screens, clients, accounts, fees and more. How your content is displayed differs, depending on the task you are trying to achieve.

In this section, you will learn how to do the following: g Create a screen,

g Create a custom data set

g Analyze Investments using a Data Set, and g Analyze Investments using an Analytical View.

Exercise 8: Create a screen

Earlier, you created a list of investments. This list is static, meaning the same investments will populate each time you open it.

A screen is also a list, however it is based on a set of criteria. A screen is dynamic, meaning the investments that populate the list have the potential to change, each time you open it.

In this exercise, create a screen including large international funds with a strong performance history and positive outlook.

Do the following:

1. On the header, click the Create icon, then select Screen. The Screener box opens.

2. From the Investment Type box, select Open-End Fund.

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Analyzing Investments in Morningstar Office Cloud Exercise 8: Create a screen

4. From the Add Criteria box, in the Search box, type Morningstar Category, then select Morningstar Category.

5. From the Operator area, click Include.

6. Under the Value text box, type Foreign into the Filter text box.

7. Select Foreign Large Growth, Foreign Large Value and Foreign Large Blend.

8. Click OK.

Select this option.

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9. From the Add Criteria box, type Morningstar Rating in the Search box, then select Morningstar Rating.

11. From Period, select Overall.

12. From Value, select 4 and 5 Stars.

Select these three options.

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select Morningstar Rating.

15. From Analyst Rating Type, select Overall.

16. From Value, select Gold and Silver

17. Select the slider next to Allow Missing Value. Notice how this expands your

search results.

18. Deselect the slider next to Allow Missing Value.

19. Click OK.

20. From the Add Criteria box, type oldest in the Search box, then select Oldest Share Class From the Operator area, click Include.

21. From Value, select Yes.

22. Click OK.

23. Click Done. Your list will appear within a Grid.

Select this option.

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Analyzing Investments in Morningstar Office Cloud Exercise 9: Save a screen Exercise 9: Save a screen To save your screen, do the following:

1. On the header, click the Untitled List—Edited drop-down menu, then click Save. A

dialog box opens.

2. In the Enter a New Screen name field, type High Rated Large International Funds.

3. Click Save. Your screen will be saved for future use.

Select this option.

Type the name of the screen here.

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Analyzing Investments in Morningstar Office Cloud Exercise 10: Analyze Investments using a data set

Exercise 10: Analyze Investments using a data set

Investments from your screen populate a grid. Use the grid to analyze and compare investments using data points, which are displayed in data sets.

Morningstar has created a series of data sets to view or edit. Or, you can create a custom data set with your own mix of data points.

In this exercise, create a custom data set. then use the data points to analyze investments from your screen.

Do the following:

1. On the Grid header, click the Data Set drop-down menu. Then select Create New Data Set. The Data Set Management window opens.

‘

2. In the Search for Data Points field, type Ticker. Then select Ticker.

Select this option.

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3. In the Search for Data Points field, type Morningstar Rating. Then select Morningstar Star Ratings Collection.

4. Repeat Steps 2 & 3 for the following data points:

Search Term Data Point

Total Return Total Return (Mo End) Collection

(YTD/1Y/3Y/5Y)

Standard Deviation Standard Deviation (Mo End) Collection

(1Y/3Y/5Y)

Morningstar Category Morningstar Category

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investments with the highest return.

7. Double click on the Standard Deviation Total (3Y - mo end) Cat Current column.

Answer the following three questions:

g Which of these five investments has the greatest return with the least amount of risk?

Uncheck the four other investments.

g For the selected investment, what is its 3-year, 5-year, and 10-year Morningstar Rating?

g What is the Morningstar Category for the selected fund? Leave the investment selected.

Click here to sort.

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Analyzing Investments in Morningstar Office Cloud Exercise 11: Analyze investments using the analytical view Exercise 11: Analyze investments using the analytical view Now, use the analytical view to analyze the investments that comprise the screen. The

analytical view contains charts and tables. Each chart and table contains settings, which allow you to manipulate the data you see on your screen.

In the previous exercise, you identified the Morningstar Category of the selected fund. In this exercise, select a fund within the same Morningstar Category and validate the Morningstar Style using the analytical view.

Do the following:

1. Click on the selected investment. The Analytical View panel opens.

2. From the Analytical View panel, select the Style tab.

Answer the following question

g What is the Morningstar Style of the selected investment?

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Analyzing Investments in Morningstar Office Cloud Exercise 12: Change chart settings

Exercise 12: Change chart settings In the previous exercise, you identified the Morningstar Style of the selected security

as of the most recent Portfolio date. However, the style may have been different five years ago. In this exercise, use the Style Box - Equity Holding Style Trail to determine if the style has remained consistent over the last five years.

Do the following:

1. In the top-right corner of the Style Box - Equity Holding Style Trail chart, click the

Component Settings icon.

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Analyzing Investments in Morningstar Office Cloud Exercise 12: Change chart settings

2. From the Component Settings menu, select Time Period. The Select Time Period

menu opens.

3. From the Start Date drop-down menu, select 5 years ago.

4. Click Done.

Answer the following question:

g How would you describe the Morningstar Style of the selected security over the past five years?

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Analyzing Investments in Morningstar Office Cloud Exercise 13: Save a custom analytical view

Exercise 13: Save a custom analytical view Similar to data sets, once you make a change to a standard analytical view, you are

required to save it as a custom analytical view if you want to retain the changes. Do the following:

1. From the Untitled—Edited drop down menu, select Save. A dialog box opens.

2. In the Enter a New Analytical View name, type Managed Investments 5-year Style Trail.

3. Click Save.

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Analyzing Prospects and Accounts Overview

Analyzing Prospects and Accounts

Overview Morningstar Office Cloud provides a variety of tools to help manage your client and

account data. Similar to investment analysis, client and account data is also displayed within grids, tabs, charts, tables.

Meet your prospect, Chris and Nicole Haba. They’re a newly married couple who love to travel. They have family internationally and want their portfolio to reflect their diverse interests. This is each of their second marriages and Nicole has an adult child from her first marriage.

In this section, you will complete the following exercises: g Create a prospect

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Analyzing Prospects and Accounts Exercise 14: Create a prospect

Exercise 14: Create a prospect

During the prospecting phase, enter a prospect and their account positions to take advantage of the tools Morningstar Office Cloud has to offer. Prospects and prospect accounts are housed separately from clients and do not figure into your practice AUM. Do the following:

1. In the header, click the Create icon, then select Prospect. The Create Prospect

window opens.

2. In the Prospect Name field, enter Haba Family.

3. In the First Name field, enter Chris.

4. In the Last Name field, enter Haba.

5. Click Create.

Click here to begin.

Enter the required fields.

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Analyzing Prospects and Accounts Exercise 15: Explore the Prospect grid Exercise 15: Explore the Prospect grid In this exercise, view the Haba Family prospect record and explore the functionality

available to you. Do the following:

1. From the Menu, select Prospects. The Prospects page opens.

2. Hover the cursor over the Haba Family row to access the Action menu. This is where

you manage your prospect record.

Click here to start.

Click here to manage your prospect.

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Analyzing Prospects and Accounts Exercise 16: Add a member to the Haba Family record

Exercise 16: Add a member to the Haba Family record Using the Action menu, add Chris’s wife, Nicole, to the prospect record.

Do the following:

1. Hover the cursor over the Haba Family row. The Action icon appears.

2. From the Action drop-down menu, click Member > Create Member. The Create

Member window opens.

Select these options.

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Analyzing Prospects and Accounts Exercise 17: Create an account

3. In the Member First Name field, enter Nicole.

4. In the Member Last Name field, enter Haba.

5. From the Relationship drop-down menu, select Spouse.

6. Click Create.

Exercise 17: Create an account

Now that you have established the Habas within the platform, the next step is to create a quick account based upon their current holdings.

In this exercise, create a quick account for the Habas. Do the following:

1. Hover the cursor over the Haba Family row. The Action menu icon appears.

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Analyzing Prospects and Accounts Exercise 17: Create an account

Current Account.

3. From the Account Category drop-down menu, select Individual Taxable.

4. From the Account Type drop-down menu, select Taxable.

5. Click the Add Holdings button. The Add Holding menu opens.

6. In the Type to Search field, enter DODIX.

7. From the Morningstar Securities menu, select Dodge and Cox Income.

8. Click the Add Holdings button. The Add Holding menu opens.

9. Repeat steps 5 and 6 for the following tickers:

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Analyzing Prospects and Accounts Exercise 18: Open the Analytical View

10. In the Weight column, enter the following weight percentages for each security:

 Note: You can also enter values by amount or number of shares held.

11. Click Calculate.

12. Click Save.

Exercise 18: Open the Analytical View Once created, the Habas current account appears within the grid. To take a look at

where the Habas stand today, click on Current Account to launch the Analytical View. Similar to analyzing investments, the Analytical View contains a series of tabs, which contain charts, tables and research.

Using the same skills you acquired when analyzing investments, take a look at the charts and tables to answer the following questions about the new account.

Investment Weight DODIX 20 PRDSX 20 V 20 IVW 15 TGBAX 15 IJH 10 Enter weight percentages in this column.

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Analyzing Prospects and Accounts Exercise 19: Create a model portfolio

Exercise 19: Create a model portfolio Model portfolio construction is similar to account construction. Both tools contain

holdings and weighting. The difference being that accounts are based off an existing statements and are assigned to a single owner. Models are considered an investment strategy and can have multiple owners.

Be sure to select the preferred holdings to include before creating a model portfolio. Either create or import an investment list containing your preferred investments, or select each investment individually.

Do the following:

1. On the header, click the Create icon, then select Model Portfolio. The Create a Model

Portfolio box opens.

2. In the Model Portfolio Name field, type Recommended Investments. Then click Next.

The Creating: Recommended Investments box opens.

3. Click the Add Holdings button. The Add Holdings menu opens.

4. Select From Investment List. The Investment List menu opens.

Click here to begin.

Enter a name for the model portfolio here.

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5. Select Recommended Investments. The Recommended Investments menu opens.

6. From the top of the Recommended Investments drop-down menu, select + Add All 7 Investments. Click off the Add Holdings menu to close

7. To close the Recommended Investments menu, click outside it.

8. In the Weight column, add the following percentages:

Index Weight

Select this list.

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10. Click Save.

Enter weight percentages in this column.

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Analyzing Prospects and Accounts Exercise 20: Open the model in the analytical view Exercise 20: Open the model in the analytical view Both accounts and model portfolios are viewed and analyzed using charts and tables

within the analytical view. In this exercise, view the Recommended Investments model within the analytical view.

Do the following:

1. From the Menu, select Workspace > Models. The Model Portfolio window opens.

2. Click on Recommended Investments. The Select a workbook to view the

model portfolio opens.

3. Click Model Portfolio. The Model Portfolio workbook opens.

Using the same skills you acquired when analyzing investments accounts, take a look at the charts and tables to answer the following questions about the new account. Answer the following question

g Using the Allocation tab, does the style of Recommended Investment model meet the Haba’s investment strategy?

Select this model.

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Reporting in Morningstar Office Cloud Overview

Reporting in Morningstar Office Cloud

Overview The grid and Analytical View provide you with the tools to analyze investments,

accounts and models, allowing you to make the right choices to meet your clients goals. Morningstar Office Cloud also provides a variety of reports and other tools to help you communicate with your clients effectively.

This section covers the following topics:

g Standard reporting options available in Morningstar Office Cloud g Run a report for your new prospect

g Review how to set up a Presentation Studio Report template

What are the different reporting levels in Morningstar Office Cloud? There are four different reporting levels in Morningstar Office Cloud. Each reporting

level offers the capability to drill down to more detailed information about your practice, clients, accounts or securities. The following table describes each level.

This section focuses on client and account reporting.

This level Provides these details

Practice The broadest reporting level for your practice, it provides

information cross all clients.

Client Provides information on accounts at the client level. That

is, a client’s accounts are aggregated, to see overall client performance.

Account Provides information on a single account, such as

account performance

Security Provides information on individual securities, such as a

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Reporting in Morningstar Office Cloud What is the difference between analytical and performance reports? What is the difference between analytical and performance reports? Choosing to run a performance report or an analytical report depends on the type of

account the report is for.

Performance reports are run at either the client or account level, and provide details about how your clients’ portfolios performed over a given time period. Performance reports require the use of transactional accounts, as transaction history is needed for the time period you are reporting on.

 Note: Transactional accounts are imported from your custodian.

Analytical reports can be run with either a transactional account or a quick account you created based on a client’s or a prospect’s current statement. These accounts show information about the account positions only, and therefore do not require a transactional history to run.

 Note: Client accounts are entered manually.

What standard reports are available in Morningstar Office Cloud? The standard reports available at varying reporting levels can be run at the individual

account level prior to a review, or in a batch as part of your quarterly review package. The following table describes Morningstar Office Cloud reports:

This Report Is run at this reporting level Requires this account type Provides this information

Assets under Management Practice Transactional All open account under management with

market values as of the report date. This includes broad asset class.

 Note: Investments marked as unmanaged assets are excluded from this report.

Practice Performance Summary Practice Transactional Performance returns for all active clients &

accounts that are both managed and unmanaged. Performance calculations include time-weighted returns, net of fees. The report also includes additional data points that impact performance.

Practice Unrealized Gain Loss Practice Transactional Account positions and their gain/loss by

percentage for all managed and unmanaged accounts. This report also includes account market values, share quantities, and unit

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Reporting in Morningstar Office Cloud What standard reports are available in Morningstar Office Cloud?

g Which reports can you run for the account you just created for the Haba’s? g Which reports do you currently use in your practice and why?

Client Position Summary Client Transactional

or Client

A position summary for a client’s entire account, including asset allocations,

aggregated investment activity, top securities, and a breakdown of each security

Portfolio Snapshot Report Client, Prospect

or Account

Transactional or Client

The full range of portfolio analytics, including Morningstar proprietary metrics

Portfolio X-Ray Report Client

or Account

Aggregated composition and performance data for all the holdings in a portfolio

Unrealized Gain Loss Client

or Account

Transactional Account values of current security positions along with cost basis and unrealized gains/losses as of report date

Performance Summary Client

or Account

Transactional A high-level view of a portfolio’s performance over a custom time period, including weighted returns

Performance Summary by Security Client or Account

Transactional Market value, gains and losses, income data, and more for each security in a

client’s portfolio.

Current vs Model Portfolio Client, Prospect

or Account

A side-by-side comparison of a client or account’s current allocation versus the selected model portfolio.

Stock Intersection Client

or Account

This report reviews the top 25 holdings in your portfolio to identify, at a glance, the portfolio's overall weighting in a particular security or sector.

Account Overview Account Transactional

or Client

A one-page report that provides analytical, performance and holding data.

Morningstar Page Security Individual holdings A complete breakdown of a security, including

the Morningstar Analyst Rating™,

performance data, and Morningstar Rating™, also known as the star rating.

Investment Detail Report Security Individual holding A one-page report plus disclosures showing

performance, portfolio analysis, fees and expenses, and the risk and return profile of a security.

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Reporting in Morningstar Office Cloud Exercise 21: Create a Snapshot report for the prospect Exercise 21: Create a Snapshot report for the prospect In this exercise, practice creating a Snapshot report for the Haba’s.

Do the following:

1. Hover the cursor over the Haba Family row. The Actions icon appears. Click the Actions icon.

2. From the Actions menu, select Generate Report. The Generate Report window opens.

3. Click Run.

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Reporting in Morningstar Office Cloud What is Presentation Studio?

What is

Presentation Studio? Presentation Studio is the Morningstar tool for creating custom reports. With flexible

charting and reporting capabilities, and access to Morningstar databases, Presentation Studio helps you mix and match components to create compelling client reports. You have control over both the content and format of your presentations, enabling you to use charts, tables, images, and text to tell your story.

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Reporting in Morningstar Office Cloud How do I gain access to presentation studio? How do I gain access to presentation studio? Presentation Studio is a standalone tool that you download directly from Morningstar

Office Cloud. Once downloaded, launch the icon and login using your Morningstar Office Cloud user name and password.

How do I start using presentation studio? After logging in, you arrive at the Presentation Studio landing page. Here, you find a

series of tabs, menus and tools, to help you get started. The table below describes each tool on the landing page.

Enter your Morningstar Office Cloud User Name and Password here.

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Reporting in Morningstar Office Cloud How do I start using presentation studio?

g Account or Client g Model Portfolio, and g Benchmarks.

You can also select colors and display markers for each source of data.

Tool Definition

Portfolio The Portfolio tile opens Presentation Studio. Once you click on it, you can choose an existing template, or to build a template from scratch.

Morningstar Template A Morningstar template is created by Morningstar experts to serve as the basis for a specific type of report.

My Template A template is a Presentation Studio document created to serve as the basis for a specific type of report. A template typically contains text, charts, tables, and images selected to present information in service of the template’s purpose.

Templates are published to one or multiple logins and are content updates to reflect the client and account data selected.

My Report A report is a document reflecting information for a specific client. Save as a report when you create your report for specific client and manage your report directly from Presentation Studio. You cannot publish a report to Morningstar Office Cloud.

Action Menu Use this menu to delete, save, move, send and share templates

with other members of your firm.

New Page This button serves as a quick launch to begin creating a new

report or template.

Select a client or account here.

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Reporting in Morningstar Office Cloud How do I start using presentation studio? Now, you’ve entered the design page. Mix and match the components of your

choosing to create templates and reports for your clients.

Use these tool bars to customize the content, data and layout of your template.

Use this settings menu to

customize a chart or table. Click and drag these _{component on your} design page.

Mix and match components and content to create your client report.

Managing Common Workflows

Oﬃce

Managing Common

Workflows

Contents

Managing Common Workflows in

Morningstar Office Cloud

Differences between Office Desktop and Office Cloud

Navigating your way around Morningstar Office Cloud

Working with Qualitative Research in Morningstar Office Cloud

Analyzing Investments in Morningstar Office Cloud

Analyzing Prospects and Accounts

Reporting in Morningstar Office Cloud