Upcoming Morningstar Direct Workshops

Below are all our upcoming client webinars for Morningstar Direct. To watch all the topics we have covered in our previous digital workshops, click here.

Mastering Performance Reporting: From Analysis to Automation

Tuesday 29 April 2025 | 12 p.m. - 12:30 p.m. (Sydney time)

In this session, we will cover:

Creating a comprehensive competitor analysis performance report from the ground up.
Using conditional formatting to enhance the visual appeal and readability of your reports.
Automating the report generation process to save valuable time.

Presented by: Junyang Yan, Customer Success Manager

Register now