Flex Queries
Instructions
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Click Performance & Reports followed by Flex Queries.
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Alternatively, click Menu in the top left corner > Reporting > Flex Queries.
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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
- Flex Web Service Configuration
About Flex Queries
Flex Queries are highly customizable report templates for Activity Statements and Trade Confirmation Reports. They let you specify exactly which fields you want to view, the time period you want to cover, the order in which you want the fields to appear, and the output format, TEXT or XML, for viewing in a program such as Microsoft Excel.
You can create multiple Flex Queries that include different fields for each report.
Flex Queries allow you to include and exclude information at the field level, as compared with Customized Activity Statements which only allow you to include and exclude full sections, and Trade Confirmation Reports which cannot be customized.
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Saved Flex Queries are available for the four previous calendar years and from the start of the current calendar year.