Access to Enterprise Reporting (eReports) and Cognos

Document number: 15050

 

Note: For information about logging into eReports once you get access (process outlined below), see Eureka! document 18130 — How to Log In to Enterprise Reporting (eReports).

You can access eReports only when you are on the PeopleSoft intranet at http://ereports.peoplesoft.com. To get access to eReports and Cognos, you must open a NorthStar ticket. ( Click here for instructions on how to open a NorthStar ticket for eReports access).

Then paste these questions and their ANSWERS into the Description field of the NorthStar ticket you created:

  1. What organization do you fall into? (Sales, Services, G&A, P&T, etc.)

  2. What report(s) do you need access to? (choose all that apply)

    • Consulting Reports
    • International Consulting Reports
    • HR Reports
    • Financial Reports
    • Lead Cube
    • License Revenue Reports
    • Maintenance Revenue Reports
    • Sales Reports (note that these are nonCRM sales reports)

  3. If HR Reports access is required, define the highest node level or specific department you need.

    • A) Use the HR DEPT_SECURITY tree to determine exact node names, for example, 1000, 2000, 6400.
    • B) Reason for access to HR Reports:

  4. If P&L access is required, define highest node level or specific department the user requires to:

    • A) Services P&L? Use the BU_DEPT_CORP tree to determine the exact node name (i.e. CORPORATE, CUSTOMER_SUCCESS, EXEC_SUPPORT, CORP_ACCOUNTING).

    • B) Corporate P&L? Use the BU_DEPT_RPTG tree to determine the exact node name (i.e. CORPORATE, CUSTOMER_SUCCESS, EXEC_SUPPORT, CORP_ACCOUNTING).

Your NorthStar ticket requesting access will be forwarded to AcctMgmt External and put "On Hold" pending approval.

Once your request is approved, you will be notified by email and the NorthStar ticket will be closed.

 

 


How to open a NorthStar ticket for eReports access

Follow these steps:

  1. Launch NorthStar.

  2. Click on Log Service Ticket on the left side of the screen.

  3. Enter your contact information (including HOW you wish to be contacted) and click Next.

  4. Choose Software Applications and click Next.

  5. For the question "What application are you using", choose Enterprise Reporting from the drop-down list.

  6. For the question "What problem are you experiencing," choose I need access from the drop-down list.

  7. Fill in the other required information appropriately.

  8. Enter information in the Description field as described above.

  9. Save and submit the NorthStar ticket.

 

Click here to go back to the beginning of this document.

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: kcw 11/29/1999
Revised: amq 08/20/2003
Reviewed: 09/07/2004
Revised: amq 08/20/2003