PeopleSoft Queries

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PeopleSoft Queries Reports

• In V8 . . . Its GREAT!!!

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Query Differences 7.6 vs. 8

• Web-based not dependent upon software.
• Query is still located under PeopleTools
• NEW in Version 8 VCCS Common Queries
• Will be logged in the web-based Query Catalog
• Will always contain a prefix of VX_
• DEMO

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Running Queries

• Helpful to know the query name or first letter.
• Click Run
• More Flexibility With Query Output
• Excel 97
• Excel 2000
• .csv

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Running Queries

• To locate and run an existing query, enter the
  first few letters of the query name and click
  search

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Running Queries

• A list of available queries will open
• Click Run to run the query.

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Running Queries

• If the query has any prompts, a dialog box will
  open for you to enter the prompt values
• When finished, click View Results

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Running Queries

• The results will appear on the page as well as
  the option to download to Excel 97, 2000 or a
  .csv file.

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Running Queries

• If you wish to download the results, click the
  appropriate file type.
• You will have the option to open or save the
  file
• DEMO

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Running Reports

• Some college custom reports may be adopted as
  VCCS Custom Reports. Examples
• NSLC (developed by BRCC)
• Class Schedule (developed by JSRCC)
• NO NEED For More Than One Run Control
• We Recommends Creating only ONE Run Control Named
  The Same As Your Login ID.

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Running Reports

• When running SQR reports, select Web as the
  type and PDF as the format. Other options may
  be available later.

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Running Reports

• Select the CORRECT server for the report you are
  running
• IF the Process Type is SQR, you must select the
  PSUNIX server
• IF the Process Type is Crystal, you must select
  the PSNT server
• Once you click the Run button, a process
  instance number will appear. Do not click Run
  again.

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Running Reports

• Monitor the report progress in the Process
  Monitor. Once the report is finished, the run
  status will say Success

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Running Reports

• In PS 8 you can open a report from the Process
  Monitor or from Report Manager.
• Once the report has successfully completed, click
  details, The Process Detail page will open

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Running Reports

• Click View Log/Trace.
• A new window will open with links to the message
  log, the trace file (for SQRs) and the report
  output.

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Running Reports

• Click the link to the report (pdf) to open it.
• You can return to Report Manager or the Process
  Monitor to view/print the report for up to 15
  days. After that, the report will be deleted.
• For reports that you normally printed from a
  panel in Version 7.6 (i.e. Cashier receipts,
  student study lists, etc.), you must go to Report
  Manager to get your output.
• DEMO

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Creating Queries

• There will be a Query database in V8
• Colleges will still have the ability to create
  queries
• You can no longer scroll through table list, but
  CAN scroll through table names beginning with a
  specific letter.
• Must save a query before you can run it.

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Creating Queries

• Once Query Manager opens, it may look different,
  but the functionality is very similar.

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Creating Queries

• The Records tab is where you search for and
  select tables to add to your queryNO
  TE This compares to the Database tab in
  Version 7.6

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Creating Queries

• Once you have selected one or more tables, the
  Query tab shows all tables/fields available for
  your query

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Creating Queries

• The Expressions tab is where you create, view and
  edit expressions within your query

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Creating Queries

• The Prompts tab is where you add, edit or delete
  prompts used for your query

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Creating Queries

• The Fields tab shows all the fields you have
  selected for your output and allows you to edit
  them (change header, sort, etc.)or add criteria

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Creating Queries

• The Criteria tab shows you the criteria used in
  your query and allows you to edit or delete
  criteria

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Creating Queries

• The Having tab allows you to add or edit a
  having clause to your queryNOTE
  Having clauses allow you to filter results from
  aggregates.

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Creating Queries

• The View SQL tab displays the SQL code that was
  generated by the Query Manager.
  NOTE You cannot edit the SQL

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Creating Queries

• The option to Run the query is available from
  every tab at the bottom of the page
• DEMO

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PeopleSoft Queries Reports

• In V8 . . . Its GREAT!!!