Run a Flex Query

Instructions

Once you create a custom Flex Query, you can run it in Portal using one of two methods:

  • Quickly Run a Saved Flex Query or Trade Confirmation Flex Query from the Run a Flex Query panel on the Flex Queries screen.
  • Run a Custom Activity or Trade Confirmation Flex Query from the Custom Flex Queries panel on the Flex Queries screen.

  1. Click Performance & Reports > Flex Queries.

    Image of flex query panel in Portal.

  2. In the Run a Flex Query panel, select a Flex Query type. Select Activity Flex Query or Trade Confirmation Flex Query.

    Image of the run a flex query panel in Portal.

  3. Select the saved Flex Query that you want to run.

  4. In the Options drop-down, select how you want the Flex Query to be configured for multiple selected accounts and/or partitions. Consolidated statements combine the data for multiple accounts into a single statement, while ZIP saves separate Flex Queries for selected accounts in a single zipped file.

  5. Click Run Flex Query.

  6. When prompted, save the Flex Query or zipped file to your computer.

  7. You can open your Flex Queries in a program that can read text or XML files.

 

Additional Resources