This Article provides basic navigation information and links to help users run PeopleSoft Queries
Instructions
Table of contents
Find your database
You can open the PeopleSoft Query tool by clicking the icon or link in your MyCampus portal.
Finance and Human Resources: Icons are available on the MyCampus Launchpad
Campus Solutions: Databases (Campus Solutions or Reporting (CSRPT)) are listed under the MaineStreet Drop Down Menu
On the next page, 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".
Depending on your security settings, you will find 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".
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Using Query Viewer & Query Manager
Query Viewer enables you to:
- Search for a query
- Preview a query in the active browser window
- Run a query and display results in a new browser window
- Download / Print a query
- Schedule a query
Additionally, Query Manager enables you to:
- Edit a query
- Save and rename queries
- Delete a query
On the Query Viewer or Query Manager, 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 search bar and click search. If you don't have a query to try, please ask your supervisor for the name of a query to run. Running random queries will create unintended results.
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Advanced Search
The Advanced Search is available If you don't know the exact name of the query.
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:
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Organizing Your Queries
Once you find your query, you have some options to organize your landing page. The search below was for "UMS_DTS_" and showed all the relevant queries. Once you find your query, you have the option to save it to your favorites if you are running the same report frequently.
For Query Viewer users, select the 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 appear first on the list 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.
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Environment
PeopleSoft Query
- PeopleSoft Finance
- PeopleSoft Human Resources
- PeopleSoft Campus Solutions
- PeopleSoft Campus Solutions Reporting
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