Create an Activity Flex Query
Instructions
You create Activity Flex Queries on the Custom Flex Queries screen.
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Click Performance & Reports > Flex Queries.
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Click + icon in the Activity Flex Query Templates section to open the Create an Account Query.
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Enter the name of the Activity Flex Query.
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In Sections, click each section that you want to appear in your Flex Query.
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As you select each section, a pop-up opens with all possible fields in the selected section.
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Click each field that you want to appear in the Flex Query.
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Change the order in which the fields will appear by dragging each field to a different position by the bars symbol on the right.
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Click Save.
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In the Delivery Configuration section, choose how you want the report delivered.
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Accounts - Click Add/Edit Accounts to bring up the Account Selector
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Models - Choose from Optional or All
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Format - Choose from XML, CSV, Text (Pipe), Text (Tab)
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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
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Choose other options for your report in the General Configuration section.
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Click Continue to review your Activity Flex Query configuration. Click Create to create the report or Back to go the previous screen to make any changes.
