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Flex Queries

The Reports > Flex Queries screen gives you access to the following reporting functions:

• Run a Flex Query
• Create a Custom Activity Flex Query
• Create a Custom Trade Confirmation Flex Query
• View, create, edit and delete Custom Flex Queries.

Who can access the Flex Queries screen?

You can access this page if you are a(n):

• Individual, Joint, Trust or IRA Account User
• Small Business Account User
• Friends and Family Group Master or Client
• Advisor Master and Client
• Proprietary Trading Group Master User
• Broker Master User (master account only)
• Broker Fully Disclosed and Non-Disclosed Client
• Investment Manager Master User
• Fund

and have been granted Reports access rights.

About Flex Queries

Flex Queries are highly customized report templates for Activity Statements and Trade Confirmation Reports. Flex Queries let you specify exactly which fields you want to view, the time period you want the report to cover, the order in which you want the fields to appear, and the output format, TEXT or XML, in which you want to save your report data for viewing in a program such as Microsoft Excel.

You can create multiple Flex Queries with different fields for each report. A Flex Query is different from an Activity Statement or a Trade Confirmation Report in that you can customize a Flex Query at the field level, allowing you to include and exclude detailed field information. Customized Activity Statements only let you include and exclude sections, while you cannot customize a Trade Confirmation Report.

Saved Flex Queries are available for the four previous calendar years and from the start of the current calendar year.