New Report Format In Morningstar

From Morningstar:

We will be updating the format of our stock and fund reports in the next few weeks.  You and your patrons will be able to toggle from the old to new version until September.  This will help make the learning curve and transition an easy one.  The new format expands the data points offered, gives new visualizations to complex data points, making them easier to understand and read, and provides new tools for charting and comparing holdings.

Our regularly scheduled monthly training session will be held on Thursday, July 7th at 11am Central Time.  We will focus on the new database pages during that session.  If you or your patrons would like to pre-register, please email

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