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How to Run a Flex Query

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

• Quickly run a saved Activity 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.

Quickly Run a Saved Flex Query

To quickly run a saved Flex Query

1. Click Reports > Flex Queries.

   The Flex Queries screen opens.

   

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

   

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

Run a Custom Flex Query

To run a custom Flex Query

1. Click Reports > Flex Queries.

   The Flex Queries screen opens.

   

2. In the Custom Flex Queries panel, click the Run icon for the saved Flex Query that you want to run.
3. If you selected multiple accounts in the Account Selector, a popup opens to allow you to download a single consolidated Flex Query for all selected acccounts or a .zipped file containing separate Flex Queries for selected accounts.

   

   Click the DOWNLOAD button next to the desired option.

4. You are prompted to save the file to your computer.