How to Create a PS Query in PeopleSoft

Log in to PeopleSoft Application

Open your web browser and navigate to your organization's PeopleSoft login page. Enter your credentials:

• User ID: PS
• Password: (enter your password)
• Select a Language: English (default)

Click the Sign In button to access the application.

Access Query Manager

After logging in, you will see the PeopleSoft homepage. Locate the navigation bar (NavBar) on the right side of the screen, click the Menu icon, then scroll down and click Reporting Tools.

Under Reporting Tools, select Query, then click Query Manager to begin creating a new PS Query.

With Query Manager open, you are ready to build your query. The next steps cover how to select a source table, choose output fields, and apply filter criteria.

Start a new query

In Query Manager, begin creating a new query. Make sure you are on the Records tab before proceeding to select your source data.

Select the source table

In the Search By dropdown, select Record Name. In the begins with field, enter PSOPRDEFN, then click Search.

In the search results, locate the record PSOPRDEFN - Operator Definition and click Show Fields next to it to display its available fields.

Note on record access: The PSOPRDEFN record is visible here because you have access to it. If you do not see the record you need, you may have to request access or add the record to the Query Tree — a process covered in advanced PS Query sessions.

Choose output fields

In the Fields list for the PSOPRDEFN record, select the following fields by checking their boxes:

• OPRID - User ID
• OPRDEFNDESC - Description
• EMPLID - Empl ID
• EMAILID - Email ID

These fields will be included in your query output.

Proceed to criteria

After selecting your fields, click the Criteria tab at the top of Query Manager. This tab lets you filter your results, similar to adding a WHERE clause in SQL.

Add a filter condition

In the Criteria tab, add a condition to filter your results. For example, to select all users whose account lock value equals 1, add a criterion on the relevant field (ACCOUNTLOCK = 1). This ensures your query only returns users with locked accounts.

Confirm that your query includes the correct filter:

• Field: A.ACCTLOCK - Account Locked Out?
• Condition Type: equal to
• Value: 1

At this point, you have built a basic query that selects user ID, description, employee ID, and email ID from the PSOPRDEFN table, filtered to show only locked accounts.

Preview the SQL statement

Optionally, click the View SQL tab to see the SQL statement generated by your query. It should resemble:

SELECT A.OPRID, A.OPRDEFNDESC, A.EMPLID, A.EMAILID FROM PSOPRDEFN A WHERE (A.ACCTLOCK = 1)

Run the query

Click the Run tab at the top of Query Manager. The results will display all users where the account lock value is 1.

Export or rerun the results

At the top of the results grid, you have several options:

• Click Download to Excel to export the results as an Excel file.
• Click Download to XML to export the results as an XML file.
• Click Rerun Query to refresh the results if needed.

Save the query

Click Save As to save your query. In the dialog that appears:

• Enter PSL_Query_1 in the Query field.
• Enter Sample Query in the Description field.
• Leave Folder blank, or specify one if required by your organization.
• Set Query Type to User.
• Set Owner to Public if you want anyone with access to PS Query to retrieve this query.
• Optionally, provide a detailed Query Definition.

Click OK to save the query. Your query is now saved and available for future use.