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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
- Click Reports > Flex Queries.
The Flex Queries screen opens.
- In the Custom Flex Queries panel, click the Configure (gear) icon.
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The Custom Flex Queries screen opens.
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- Click + icon in the Activity Flex Query Templates section.
- 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.
- In Date Configuration, enter the period, date and time format and date/time separator.
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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 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.
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- 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.
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- Click Continue.
- Review your Flex Query and click Create.
You can now run your new Flex Query.