How to run a Query

How to run a Query

Document number: 17271

Access to the Query Manger is based on your job role. All managers should have access to this module. If you do not have Query Manager, you will need to submit a NorthStar ticket requesting access.

To run a query, follow these steps:

Open Internet Explorer and log in to Planet PeopleSoft. For more information, see Eureka! document # 15270 — How to log in to Planet PeopleSoft.
Under Planet Navigator, click Applications.
Click Financials (Psynergy/FSCM), then PeopleSoft Financials and Supply Chain Applications (Psynergy/FSCM).
Click on PeopleTools, then Query Manager, Use, then Query Manager.
On the Find an Existing Query page, enter the name of the query you would like to run. If you do not know the whole name, you can enter a partial name and all matching results will be displayed.
Select the criteria by using the radio button under Search In and Search Type. If you leave it as the defaults your search will bring up the most common queries.
Click the yellow Search button. All queries matching your search criteria will be displayed in the Search Results section. If you entered the complete name of the query, only one result will be displayed in Search Results. If you entered a partial query name, all matching queries will be displayed.
Locate the query and click the Run link at the right end of the line.
Enter the department number in the Department field.
Select the date range for the query by using the Beginning Work Day and Ending Work Day fields. Enter the dates manually or use the calendar icon to select the dates.
Click the yellow View Results button.

The results will be displayed on the lower portion of the screen. If you have a large report, you may need to click the View All link at the top left of the report to see all line items.