How do I create, edit or delete a Flex Query?

Q: How do I create, edit or delete a Flex Query?

MANAGE FLEX QUERIES Use the button above or follow the below procedure to create, edit or cancel custom Flex Queries: Log in to Client Portal Click Performance & Reports followed by Flex Queries Click the Create "+" icon to create an Activity Flex Query or Trade Confirmation Flex Query Click the Edit (pencil) icon next to an existing Flex Query to modify it Click the Delete "X" icon next to an existing Flex Query to delete it. Additional Information Creating an Activity Flex Query, Trade Confirmation Flex Queries , and Viewing, Editing and Deleting Flex Query Templates in the Client Portal Users' Guide.

Question

Accepted Answer

MANAGE FLEX QUERIES

Use the button above or follow the below procedure to create, edit or cancel custom Flex Queries:

Log in to Client Portal
Click Performance & Reports followed by Flex Queries
- Click the Create "+" icon to create an Activity Flex Query or Trade Confirmation Flex Query
- Click the Edit (pencil) icon next to an existing Flex Query to modify it
- Click the Delete "X" icon next to an existing Flex Query to delete it.

Additional Information

Creating an Activity Flex Query, Trade Confirmation Flex Queries, and Viewing, Editing and Deleting Flex Query Templates in the Client Portal Users' Guide.