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Create an Activity Flex Query

You create Activity Flex Queries on the Custom Flex Queries screen.

To create an Activity Flex Query

1. Click Reports > Flex Queries.
   The Flex Queries screen opens.

   

2. In the Custom Flex Queries panel, click the Configure (gear) icon.

   

   The Custom Flex Queries screen opens.

   

3. Click + icon in the Activity Flex Query Templates section.
4. In Activity Flex Query Details, enter the name of the Flex Query and select the output format (XML or Text).
   If you select Text as the format, select additional options. Choose a default or base currency P&L format. Also select options to include canceled trades, include currency rates, display your account alias and the statement type.

   

5. In Date Configuration, enter the period, date and time format and date/time separator.

   

6. In Sections, click each section that you want to appear in your Flex Query.

   

7. As you select each section, a popup opens with all possible fields in the selected section.
   • Click each field that you want to appear in the Flex Query.
   • Change the order in which the fields will appear by dragging each field to a different position by the bars symbol on the right.
   • Click Save.

   

8. In Account Configuration, select the accounts and applicable trading models, then choose if you want multiple accounts consolidated into one statement or delivered separately as a ZIP file.

   

9. Click Continue.
10. Review your Flex Query and click Create.
    You can now run your new Flex Query.