How to run PeopleSoft Finance queries

posted Feb 18, 2015, 6:40 PM by Vanessa Boyle   [ updated Feb 18, 2015, 6:58 PM ]
To run a query in PeopleSoft Finance, do the following:

  1. Log into the PeopleSoft Portal and launch Financials. 
  2. Navigate to Main Menu > Reporting Tools > Query > Query Viewer. 
  3. Search for the desired query. Look for those that begin with M_ or FAR_.
  • The queries that begin with M_ were developed by the project team
  • Those that begin with FAR_ were created by SDCOE Financial Accounting.
  • If it starts with the letter A (or any other letter) then it’s system delivered and we don’t use those.

    4. Click HTML (for onscreen viewing) or Excel (to download). A good practice is to click HTML to view your results onscreen. If you like the results, you can         export to Excel with a single click from the results page.
    5. Enter relevant information into each of the parameters then click View Results. Each parameter must have a value, it cannot be left blank. On “FAR_”                queries, a label followed by a percent sign (%) indicates that you may enter the percent sign as a wildcard to return all results. For example, enter % in               the Fund field if you want to pull all funds.
Comments