Batch Reports

Instructions

Requests for Activity Statements and Activity Flex Queries that include over 20,000 activities (activities are mostly trades but can also include transfers, dividend payments, corporate actions, etc.) or over 250 accounts will be automatically submitted for batch processing. If you try to view one of these reports, you will receive a message indicating that it has been submitted for batch processing.

Note: We no longer batch-process statements larger than 100 MB due to problems they cause on our web server. You can request configuration for sFTP delivery of such statements by contacting us at filedelivery@interactivebrokers.com.

The status of each request will be recorded on the Batch Reports page as one of the following:

  • Queued - The report has been placed in the queue and will be generated as soon as possible.
  • In Progress - The report is currently being generated.
  • Completed - The report has been generated and can be viewed or downloaded. Completed batch reports are available for seven days.
  • Failed - The report generation failed.
  1. Click Performance & Reports > Statements.
    • Alternatively, click Menu in the top left corner > Reporting > Statements.
  2. Any reports submitted for batch processing will appear in the Batch Reports panel.
  3. Reports with a status of Completed can be viewed and/or downloaded immediately. Click the Run icon to view an HTML or PDF report, or download a PDF report or Flex Query.
  4. If a batch report has a status of Failed, try running the report again. If it fails again, contact reportingintegration@interactivebrokers.com.

 

Additional Resources