Running Reports with Query Viewer & Query Manager

This Article provides basic navigation information and links to help users run PeopleSoft Queries

Instructions

Data Systems

• PeopleSoft Campus Solutions CSPRD and Campus Solutions Reporting CSRPT
• PeopleSoft Finance FNPRD and Human Resources HRPRD until the HCM/ERP Cloud Solutions are implemented

You can open the PeopleSoft Query tool by clicking on the MaineStreet icon in your MyCampus portal. Your icons may be somewhat different, but you should have this MaineStreet link. 

Finance and Human Resources Links are available on the MyCampus Launchpad

Campus Solutions Databases are listed under the MaineStreet Drop Down Menu

If you see the PS Query Tile in your MaineStreet dashboard, select the PS Query tile to continue

If you don't see the tile, select the navigator icon on the top right corner. 

Select "Navigator" and the pane expands.
Go to "Reporting Tools" > Query > "Query Viewer" or "Query Manager" . 
You may have access to only Query Viewer, or both Query Manager and Query Viewer.

You can add Query Viewer or Manager in "Favorites" to save time. 
Choose the more dots, and click Add to Favorites.
  

From the Query option in any database, select Query Viewer or Query Manager and it will present you with a search bar. 
If you know the name of the query you are looking for, you can copy and paste or type the name in the the search bar and click search. 

Advanced Search

 If you don't know the exact name, you can also use the drop down menu to search for the description, a field used in the query, etc.  
This Advanced Search option is also available when creating a new query to search for records (tables). 

For more search options, use the drop down menu, you can click on Advanced Search

Advanced Search provides many options.

The options of  <, <=,  =,  >,  >=, begins with, between, contains, in, not=  will return all queries matching the criteria entered into the text box(es) in the following areas:

• Query Name
• Description
• Uses Record Name
• Uses Field Name
• Access Group Name
• Folder Name
• Query Type
• Owner

For example, an advanced query search of the following will return all queries that begin with UMS, have 'student' in the description, and contain EMPLID as a field:

Organizing Your Queries

Once you find your query, you have some options to organize your landing page. The search below was for UMS_DTS_S and turned up all of the relevant queries.  Once you find your query, you have the option to save it to your favorites.  A handy feature if you are running the same report frequently.

For Query Viewer users, click 'Favorite' link after finding a query.

For Query Manager users, click the Select box on the left of the query you want and choose Add to Favorites from the drop-down Action menu. 

Going forward, the query will show in My Favorite Queries when you access Query Viewer or Manager. Any private queries will show first followed by public queries you have added to favorites.

Running a Report (Query)

Now you can run the query by selecting HTML under Run to HTML. The query will then open in a new tab in your browser and will provide the option to download to excel. Click on HTML, enter any additional criteria required on the next page and click "view results." You also have the option to run to Excel directly, which will automatically download the query in an excel document to your computer. If you have a query that takes too long to run, or returns a truncated data set, you can schedule the query. See Scheduling Queries for the instructions.

Environment

All PeopleSoft Databases