How do I create a Flex Query in CSV format?

Q: How do I create a Flex Query in CSV format?

MANAGE FLEX QUERIES Use the button above or follow the below procedure to create, edit or cancel a custom Flex Query: Log in to Client Portal Click Performance & Reports followed by Flex Queries under Reports Click the Create "+" icon to create an Activity Flex Query or Trade Confirmation Flex Query Enter a query name and configure the sections as desired Select output Format CSV Define the other parameters and hit CONTINUE Review and hit CREATE and OK Back on the Flex Queries page, click on the Run "arrow" icon next to the query name to launch it Select a period and hit RUN . You should be able to open the CSV file with Microsoft Excel or a similar product and set the Text to Columns. 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 a custom Flex Query:

Log in to Client Portal
Click Performance & Reports followed by Flex Queries under Reports
Click the Create "+" icon to create an Activity Flex Query or Trade Confirmation Flex Query
Enter a query name and configure the sections as desired
Select output Format CSV
Define the other parameters and hit CONTINUE
Review and hit CREATE and OK
Back on the Flex Queries page, click on the Run "arrow" icon next to the query name to launch it
Select a period and hit RUN.

You should be able to open the CSV file with Microsoft Excel or a similar product and set the Text to Columns.

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.