Understanding Crystal Reports and PS Query Interactivity



  1. This diagram illustrates the metadata and application data that PeopleSoft Query accesses and the file types to which you can export queries.

    Step 1
  2. Use PeopleSoft Query Manager to extract information from PeopleSoft applications without having to write SQL statements.


    After retrieving the data, you can export the data to various report formatting applications.

    Step 2
  3. In PeopleSoft applications:

    • Query Manager stores query designs in the PeopleTools tables.

    • The query retrieves data from the application tables.

    Step 3
  4. For queries to interact with Crystal Reports, a database connection must be present as shown in this diagram.

    Step 4
  5. The PeopleSoft Open Query ODBC driver and Application Programming Interface (API) enable third-party tools, such as Crystal Reports, to access PeopleSoft Query definitions and data.

    Step 5
  6. When you access PeopleSoft Query from Crystal Reports, you take advantage of these features:

    •  Ability to run stored PeopleSoft queries.

    •  PeopleSoft record, row, and user security.

    •  PeopleSoft Query access groups.

    •  Access to all supported PeopleSoft databases.

    •  Effective-dated output.

    •  Translate values.

    •  International translations.

    Step 6

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