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View, Edit and Delete Flex Query Templates

The Custom Flex Query screen displays all of your saved custom Activity and Trade Confirmation Flex Queries. Custom Flex Queries are saved as templates. On the Custom Flex Queries screen, you can:

• View all of your saved Activity and Trade Confirmation Flex Query templates.
• Edit an existing template.
• Delete an existing template.
• Create a new Activity Flex Query or Trade Confirmation Flex Query template.

To view, edit or delete saved Flex Query templates

1. Click Reports > Flex Queries.
2. If you manage or maintain multiple accounts, the Account Selector opens. Search for and select an account.

   The Flex Queries screen opens.

   

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

   

   The Custom Flex Queries screen opens. Activity Flex Query and Trade Confirmation Flex Query templates are displayed in their own separate panels.

   

4. Each saved custom statement template is displayed on its own expanding and collapsing row. Click an individual template to expand it and display all of the details about the statement.
5. To edit an existing template, click the Edit (pencil) icon for the template. Make changes as required.
6. To delete an existing template, click the X icon for the template. Once you delete a template, you can no longer run that statement.