How do I create a nVision report in PeopleSoft?

To run a report from the PeopleSoft nVision Report Request dialog box in PS/nVision:

  1. Select nVision, Report Request from the nVision menu.
  2. Create a new report request or search for an existing one.
  3. Modify the report request as necessary.
  4. Click the Save button to save your settings.
  5. Click the Run button.

How do I create a nVision layout?

Creating Matrix Layouts

  1. Create a new layout by selecting nVision > New Layout from the nVision menu.
  2. Enter a name for your layout.
  3. Enter descriptive titles as appropriate in the rows and columns that you plan to use.
  4. Select nVision > Layout Definition to display the PeopleSoft nVision Layout Options dialog box.

What is nVision in PeopleSoft?

nVision is the primary departmental reporting tool. It is an Excel add-on within the PeopleSoft Finance application. It delivers reports in an Excel spreadsheet and can be opened within the PeopleSoft application to allow for online drill down to the transactions.

How do I open nVision in PeopleSoft?

You can use any of the following three navigation paths:

  1. From the PeopleSoft Windows-based application (Application Designer): Select Go > nVision.
  2. From Microsoft Windows: Select Start > Programs > PeopleSoft 8. x > nVision.
  3. From the Web: Select Reporting Tools > PS/nVision.

How do I run a PeopleSoft report?

1. Log in to PeopleSoft through either the Human Resources or Financials login and navigate to the report you want to run. 2. Once the Run Control ID and associated criteria are entered, and the report has been run, click the Process Monitor link.

How do you create a query in PeopleSoft?

Use these steps to access the Fields page:

  1. Select Reporting Tools, Query, Query Manager.
  2. Click the Create New Query link.
  3. Click the Search button to find an existing record.
  4. Click the Add Record link for the desired record.
  5. Select the desired fields, and then select the Fields tab. The Fields page appears.

How do I run a report in PeopleSoft HR?

How do I schedule a report in PeopleSoft?

Navigate to: Main Menu > Reporting Tools>Query>Schedule Query. Find and Run the process you wish to schedule. 2. Set Run Date, Run Time and Recurrence (if using a recurrence, the run date can still be specified, but the run time will be grayed out/defaulted to the time configured with the recurrence.