Created by Emma Lavonne Gelsinger, last modified by Miki Yanagi on Feb 21, 2024



Navigating to Query Viewer & Query Manager

You can open the PeopleSoft Query tool by clicking on the MaineStreet icon in your MyCampus portal. Your icons may be somewhat different, but you should have this MaineStreet link. If not, go to mainestreet.maine.edu, click to go to mainestreet (if prompted) then log in. 

Maine Street Menu Highlighted Tag

From the MaineStreet menu find Enterprise Applications and select the database you are running queries in. If unsure, follow this link for more information: Financials, Campus Solutions, or Human Resources (referred to as FN, CS and HR respectively).

MaineStreet Menu

If you see the PS Query tile in your dashboard, click the PS Query tile to continue. (mostly available in CS and HR)

FN main menu

If you don't see the tile, click the navigator icon on the top right corner. 

Click "Navigator" and the pane expands. Go to "Reporting Tools" > Query > "Query Viewer" or "Query Manager" . You may have access to only Query Viewer, or both Query Manager and Query Viewer.

Navigator Pane Reporting Tools


You can add Query Viewer or Manager in "Favorites" to save time for next time. Choose the more dots, and click Add to Favorites. (You can also personalize MaineStreet page.)

add to favorite

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Using Query Viewer & Query Manager

Query Viewer enables you to:

  • Search for a query
  • Preview a query in the active browser window
  • Run a query and display results in a new browser window
  • Download a query
  • Print a query
  • Schedule a query

Additionally, Query Manager enables you to:

  • Edit a query
  • Save and rename queries
  • Delete a query

Searching For Your Query

From the Query option in any database, select Query Viewer or Query Manager and it will present you with a search bar. If you know the name of the query you are looking for, you can copy and paste or type the name in the the search bar and click search. 

Query Search Manager

  • Don't have a query to try? Please ask your supervisor for the name of a query to run. Running random queries will create unintended results.
  • Have a query in mind but can't remember the exact name? See Advanced Search below to help you find it.

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Advanced Search

 If you don't know the exact name, you can also use the drop down menu to search for the description, a field used in the query, etc.  This Advanced Search option is also available when creating a new query to search for records (tables). 


For more search options than just the drop down menu, you can click on Advanced Search

Query Search Drop Down Menu

Query Viewer Advanced Search

Advanced Search provides many options.

 

Advanced Search Options

 

The options of  <, <=,  =,  >,  >=, begins with, between, contains, in, not=  will return all queries matching the criteria entered into the text box(es) in the following areas:

  • Query Name
  • Description
  • Uses Record Name
  • Uses Field Name
  • Access Group Name
  • Folder Name
  • Query Type
  • Owner

 

For example, an advanced query search of the following will return all queries that begin with UMS, have 'student' in the description, and contain EMPLID as a field:

Using the Advanced Search tool in Query Viewer

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Organizing Your Queries

Once you find your query, you have some options to organize your landing page. The search below was for UMS_DTS_S and turned up all of the relevant queries.  Once you find your query, you have the option to save it to your favorites.  A handy feature if you are running the same report frequently.

For Query Viewer users, click 'Favorite' link after finding a query.
add favorite for query viewer

For Query Manager users, click the Select box on the left of the query you want and choose Add to Favorites from the drop-down Action menu. 

Add to Favorites in Drop Down Menu

Going forward, the query will show in My Favorite Queries when you access Query Viewer or Manager. Any private queries will show first followed by public queries you have added to favorites.

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Running a Report (Query)

Now you can run the query by selecting HTML under Run to HTML. The query will then open in a new tab in your browser and will provide the option to download to excel. Click on HTML, enter any additional criteria required on the next page and click "view results." You also have the option to run to Excel directly, which will automatically download the query in an excel document to your computer. If you have a query that takes too long to run, or returns a truncated data set, you can schedule the query. See Scheduling Queries for the instructions.

HTML and Excel Highlighted Tag

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HELP IS AT HAND!

Round, red help button. Click to email DARTS.

Question, comment, critique? We are here to help and we strive to make our site a comprehensive, user friendly experience. Contact us at DARTS@maine.edu.

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