Morningstar
®
Direct
SM
Presentation Studio
© 2013 Morningstar, Inc. All rights reserved.
Presentation Studio is Morningstar Direct’s platform for creating custom presentations. With access to Morningstar
Direct’s databases and flexible charting and reporting capabilities, Presentation Studio helps you better communicate
the data behind your investment recommendations. You have control over both the content and format of your
presentations, enabling you to tell your story using professionally designed data tables and charts.
Outline
Landing Page
Create a Factsheet
Customize Chart and Table Components
Create a Custom Workbook
Apply Logos, Images, and Text
Landing Page
1. Go to the Presentation Studio folder to activate the landing page. At the bottom of the page, in the Morningstar
Templates tab, you can select from various workbook and factsheet templates to jump start your report building
process. In the My Templates tab, you can retrieve your own templates. In the Reports tab, you can open any
previously saved reports to start your process.