The Report Studio page, located under the Report Studio tab, allows you to build a custom report from a blank template, a Morningstar template, or a saved template.
To model your template after one supplied by Morningstar:
Go to the Morningstar Templates tab and double-click a template name.
Click the magnifying glass next to the Find field to select a client or account.
Click OK to open the template for editing.
To create a template from scratch:
Click the + New Report Template text in the top header of the page. The Create New Report dialog box appears.
Select from New Blank Report, Morningstar Template, or Saved Report Template.
If you select either Morningstar Template or Saved Report Template, use the drop-down menu to select the template name, and then customize the template if desired.
To start with a blank template, click the New Blank Report radio button.
Click OK. You are taken to the Select Account screen.
Click the magnifying glass icon and navigate to the account you want to use. Note: The selected account will be the account displayed in the template for the purpose of visualizing how the report will look. You are able to change the account displayed in the template at any time and the template can be used for all accounts.
Click OK. Blank templates only contain one page with headers. Any information you want to include needs manually added. Refer to the Report Template Options topic for assistance.
Saving the template:
When you are finished setting up the template, click the gear icon 
in the upper left-hand corner of the screen, and select Save As from the menu.
Enter an Account Report Name, and click Save. The report template is now available under the Saved Files tab.
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