Create an Activity Flex Query
Instructions
You create Activity Flex Queries on the Custom Flex Queries screen.
-
Click Performance & Reports > Flex Queries
-
Alternatively, click Menu in the top left corner > Reporting > Flex Queries
-
-
If you manage or maintain multiple accounts, the Account Selector opens. Search for and select an account.
The Flex Queries screen opens.
-
Click the + icon in the top right corner of Activity Flex Query.
-
Enter the name of the Activity Flex Query.
-
In Sections, click each section that you want to appear in your Flex Query.
-
As you select each section, a pop-up opens with all possible fields in the selected section.
-
Click each field that you want to appear in the Flex Query.
-
Change the order in which the fields will appear by dragging each field to a different position by the bars symbol on the right.
-
Click Save.
-
-
In the Delivery Configuration section, choose how you want the report delivered.
-
Accounts - Click Add/Edit Accounts to bring up the Account Selector
-
Models - Choose from Optional or All
-
Format - Choose from XML, CSV, Text (Pipe), Text (Tab)
-
Period - Choose from Last Business Day, Last Business Week, Last Month, Last Quarter, Last 30 Calendar Days, Last 365 Calendar Days, Last N Calendar Days, Month to Date, Quarter to Date or Year to Date
-
-
Choose other options for your report in the General Configurationsection.
-
Click Continue to review your Activity Flex Query configuration. Click Createto create the report or Backto go the previous screen to make any changes.
Additional Resources
Learn About Reporting in Broker Portal at IBKR Campus