Flex Queries

1. Click Performance & Reports followed by Flex Queries

   • Alternatively, click Menu in the top left corner > Reporting > Flex Queries

This page gives you access to the following reporting functions:

• Run a Flex Query
• Create a Custom Activity Flex Query
• Create a Custom Trade Confirmation Flex Query
• View, create, edit and delete Custom Flex Queries
• Configure Delivery Settings for Flex Queries

About Flex Queries

Flex Queries are highly customized report templates for Activity Statements and Trade Confirmation Reports. Flex Queries let you specify exactly which fields you want to view, the time period you want the report to cover, the order in which you want the fields to appear, and the output format, TEXT or XML, in which you want to save your report data for viewing in a program such as Microsoft Excel.

You can create multiple Flex Queries with different fields for each report. A Flex Query is different from an Activity Statement or a Trade Confirmation Report in that you can customize a Flex Query at the field level, allowing you to include and exclude detailed field information. Customized Activity Statements only let you include and exclude sections, while you cannot customize a Trade Confirmation Report.

Saved Flex Queries are available for the four previous calendar years and from the start of the current calendar year.