To create, edit or delete a custom Flex Query, log in to Client Portal and go to Performance & Reports > Flex Queries. From the Flex Queries page, you can: Create an Activity Flex Query by clicking the + icon in the Activity Flex Query section. Create a Trade Confirmation Flex Query by clicking the + icon in the Trade Confirmation Flex Query section. Edit an existing Flex Query by clicking the Edit / pencil icon next to the relevant query. Delete an existing Flex Query by clicking the Delete / X icon next to the relevant query. Flex Queries can be used to create customized reports, including Activity Flex Queries and Trade Confirmation Flex Queries, where the client can choose the sections, fields, format and other report settings.
How do I create, edit or delete a Flex Query?
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