Morningstar
®
Office Tip Sheet:
Adding Custom Text to your Template
Version 2.0 1
OverviewAdding custom text to your Report Studio template allow you to personalize your Client
reports even further. Custom text allows you to add you own commentary, disclosure
information, and colored borders to liven up any report.
How do I add
custom text
to a Report
Studio template?
You can add custom text to a report by creating text boxes within a report section, or on a
full page.
To add custom text, do the following:
1. Click inside the page or section of the page for which you want to add custom text, in order
to activate it.
2. From the toolbar on either the Home or Format tab, select Text…Custom Text.
3. Double-click inside the page (or section) and type or paste the content you would like
to include.
Select this option to add
a text box to a template
The usual Windows commands
for copying (<CTRL>+C) and
pasting (<CTRL>+P) allow
you to place content here
What is another use for text boxes in a template?
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4. Once your content is added, you can format it to your liking using the font option icons
available from the toolbar on the Format tab.
What is another
use for text boxes
in a template?
Text boxes can also be used to add colored borders to your report making your reports
even more appealing and professional looking.
To add a colored border to a template, do the following:
1. Select the Format tab.
2. From the toolbar, click the Auto Layout icon, and divide a page into multiple sections.
3. Adjust the size of a section by clicking on the line dividing two sections, and adjusting
it to the desired size.
Use these options to
format your custom content
When you move your mouse
over the line between two
sections, you can then click
and drag to resize a section
What is another use for text boxes in a template?
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4. Click inside the section for which you want to add color, in order to activate it.
5. From the toolbar, select Text…Custom Text.
6. Within the section, right-click, then select Background Color.
7. Select the color you want to include.
Once complete, your template will contain a colored border that will liven up any report
or document.
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In addition to using the standard
color options, you can also
create your own custom color
