PS Query & SQL

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Making Sense of PS Reporting Tools: PS Query to Dashboard 

01-16-2025 03:08 PM

Reporting tools have evolved considerably in PeopleSoft. Each tool has a distinct purpose along with limitations on its use. There is no one simple replacement tool now that Crystal reports has been deprecated and SQRs have fallen out of use.


The new PeopleSoft Reporting Tool suite is powerful enough to replace the cumbersome component-focused tools of the past, but you have to know your way around each one to get the most use out of the entire suite. There are also unwarranted security concerns that prevent these tools from being accessed which reduces the productivity of your institution.

This presentation seeks to eliminate the confusion and fears around the use of these new Reporting Tools. It will not be a deep dive into any one tool but a general review of the suite with handy tips and tricks that optimize your efforts across all the tools in the suite. Tapping the potential of SQL objects and incorporating naming conventions for queries and fields are part of the discussion for this presentation. Also reviewed are the limitations of each tool.

You will have an understanding of each tool in the suite and the best application for the desired reporting outcome.

https://www.heug.org/communities/community-home/librarydocuments/viewdocument?DocumentKey=380ece0a-9e72-4e87-856f-be49e91fdf80

Attachment(s)
pdf file
Alliance2021-Making Sense of PS Reporting Tools From PS Q....pdf   2.80 MB   1 version
Uploaded - 01-16-2025
pdf file
Alliance2021-Making_Sense_of_PS_Reporting_Tool_From_PS_Qu....pdf   6.26 MB   1 version
Uploaded - 01-16-2025
XML file
Z_ALLIANCE_RPT_TOOLS_PRESENTN.XML   4.73 MB   1 version
Uploaded - 01-16-2025

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