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IEX Reporting

Hi, I have some reporting requirements in the IEX space:

  • Is correction of a report that I assume, has been wrong since about 2018
  • Another is an embellishment, to report on notes ie JTF_NOTES_TL.NOTES

Note: for better/worse we have IEX set end Bill To level
Hence there are effectively 4 open strategies for Cust 1107

With regard to the former I have put the existing sql in the file IEX Apex Query.txt
To support this
Cust 1107 31 Oct.xlsx is an export of this query
With IEX 2025-10-31.JPG showing how our collectors see the world in UWQ

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