The PeopleSoft Query tool allows you to extract financial data. The Query tool can be used to do the following:
Preview query data within Query Manager and Query Viewer, displaying the results set in a table format;
Write new or modify existing queries (be sure to *SAVE AS* rather than overwrite the original query) to extract new data sets; and
Download query results to an Excel spreadsheet.
UD Financials: Query Tool introduces you to some of the basic functions of the PeopleSoft (PS) Query tool as they are used at the University of Delaware. Many pre-written queries also are available for use.
A PowerPoint presentation explaining Grants Reporting is available here.
Included is a list of public, pre-written queries. Public queries may
be added or deleted, so check in Query Viewer or Query Manager to see an updated
list. Several acronyms have been designated for pre-written queries. Here are
GMQ — Maintained by RGS; provides Proposal, Project, and CASH information.
EZQ_BAL_PROJ queries — Maintained by General Accounting; provides Balances and Transaction information for a specific project to date purpose, not by specific project ID.
PIQ — Maintained by RGS; provides curriculum vitae information from the Employee Demographic Data (EDD), as well as FandA by PI.
UDQ — Maintained by the Treasurer’s Office; various useful types of information dealing with Purpose details such as Authorized signers, Titles, Speedtypes, etc.
OBQ — Maintained by the Budget Office; provides information related to Obligations.