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Activity Flex Queries

The Activity Flex Queries page lets you create highly customized report templates for activity statements. Flex queries let you specify exactly which fields you want to view in your Activity Statement, the time period you want the report to cover, the order in which you want the fields to display, and the display format, TEXT or XML, in which you want to view your report.

You can create multiple Flex Queries with different fields for each statement. All of your Flex Queries are stored in Account Management, and can be easily run from the Activity Flex Queries page. An activity Flex Query is different from a customized activity statement in that you can customize a Flex Query at the field level, allowing you to include and exclude detailed field information. Customized statements only let you include and exclude sections.

The Flex Queries page lets you create a new Flex Query or edit an existing Flex Query. Existing Flex Queries are displayed in the Saved Flex Queries section of the page. You can also edit default Flex Queries for Trades and Positions, then use those queries as the basis for your own Flex Queries.

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

To create an activity Flex Query

  1. Click Reports > Activity > Flex Queries.

  1. Do any of the following:

  1. If you clicked Create New Flex Query, a new page appears on which you create your new Flex Query.

If you have a multiple account structure such as an institution account or multiple linked accounts, use the Account Selector at the top of the page to select one or more accounts on which to report. To include activity from accounts that you have recently closed, select the Include Closed Accounts check box. If you choose to include closed accounts, those accounts appear in the Account Selector.

  1. Make selections and set options in the General Configuration and Date Configuration sections.

  1. Advisors who have created models in Trader Workstation can include model information in their Activity Flex Queries. In the Models section of the page, select one of these options:
  1. To specify which fields in which sections to include, click each section to expand it, then select the fields to include in the Flex Query in each section by highlighting the fields in the Fields Available list, then using the green right arrow to move the fields to the Fields Included list. Use the green left arrow to move fields from the Fields Included list (and exclude the fields from the report).

  1. Click Save Query.

The saved query will now appear in the list of saved queries on the Activity Flex Queries page.

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