PeopleSoft Reporting Tools Overview

The tools listed below were created in order to limit the functional reliance on technical support staff to create queries or reports. The architecture and tools were created as a means for any user to obtain the information they need, when they need it.


PeopleSoft Query Designer – Allows the extraction of the precise data you want utilizing visual representations of your PeopleSoft database, without having to write SQL statements
Crystal Reports – Allows you to use the data from Query Designer with a variety of fonts, borders, and other special effects to create standard reports, labels, or forms
PS/nVision - A sophisticated tool for creating business reports in Microsoft Excel. Working within Excel, you create a report layout that defines both the data to retrieve and the format of the report.
Structured Query Reports (SQRs)- This tool can extract data from any SQL-based relational database and print or display it in a prescribed format.  PeopleSoft delivers standard SQRs and an architecture that allows you to create custom SQRs as a supplement.
BI Publisher - BI Publisher is a reporting solution to author, manage, and deliver all your reports and documents easier and faster than traditional reporting tools. 
Tree Manager - Within PeopleSoft, a tree defines the summarization rules for a database field. It specifies how the system groups together the values of the field for purposes of reporting or security access.  This tool can be used together with one of the report tools to create reports based on Fleet’s hierarchy.
Cube Manager - Establishes a valuable link between your PeopleSoft applications and PeopleSoft or third-party OLAP tools allowing you to leverage existing information stored in your system. OLAP tools enable users to explore, interact with, and effortlessly "slice and dice" complex data, guiding them to the multidimensional information they need but can't easily discover with conventional reporting tools
Process Scheduler Manager - While this is not a reporting tool, it plays an important role in PeopleSoft reporting, as it is the part of the system that actually runs most of the reports.  Process Scheduler Manager runs the processes on a server, and then can be used to print or distribute them via the web or email.
Process Monitor – This tool can provide up-to-the minute information on the progress of your reports and processes.
Report Manager – This tool functions as a personal "in box" of reports and processes. Working with Process Scheduler, it provides a secured means to view report content, check the status of a job, and see content detail messages.