Running Standard Process and Reports in PeopleSoft

When Running a Standard PeopleSoft Process or Report,

  • After a Run Control ID is selected or created and after the request page fields are populated, click the [Run] button.
    PeopleSoft Process Scheduler Request page showing Run Control ID, Run Date, Run Time, Type, and Distribution fields
  • Leave the Server Name blank
  • You may schedule the process or report to run in the future by changing the Run Date or Run Time
  • You may schedule this report to run repeatedly, by selecting the appropriate Recurrence
  • You may change where the output goes by changing the Type to Web or Email
  • If you selected Email for the Type, you would get an email notification that the process completed.
  • If you need to email yourself a link to the output, use Web for the Type and then click on the Distribution link.

PeopleSoft Distribution Detail page showing Email Web Report, email subject, message text, email address list, and Distribute To fields

  • Verify the Email Web Report is checked
    • Enter what you need for the Email Subject and Message Text
    • Enter all the email addresses for the people who need to receive the email (separated by semicolons)
    • Note: If you are sending a link to the file, add additional users EMPLIDS to the “Distribute To” list (so they will have access to view the output files).
    • Click on the [OK] button
  • Click on the [OK] button (to return to the main page)

You may click on the Process Monitor link to view the progress of your process or report.
PeopleSoft Process List page with Refresh and Details links

(Occasionally click the [Refresh] button to update the display).

  • When the Run Status indicates Success, and the Distribution Status indicates Posted your process is complete.
  • If you did not send the output to yourself in an email:
    • click on the Details link

PeopleSoft Process Detail page showing Update Process options and View Log/Trace link

  • click on the View Log/Trace line
    Internet Explorer Security settings and Internet Options dialog showing download options
  • click on the name of your file (ex: <your_file_name>.xls) link
  • If you are prompted for allowing Pop-Ups, it is OK to allow All popups from this web site.
  • If you are prompted if it is OK to open a file from a different format, click the [OK] or [Yes] or [Allow] button to open the report.
  • In Internet Explorer you may have to modify setting to allow the report to download;
    • On the IE menu, click [Tools] then [Internet Options]

PeopleSoft View Log/Trace page showing file list and distribution details

  • Click on the [Security Tab] then [Custom level...] button
  • Scroll down to the “Downloads” area and click on the File download [Enable] button. Click both [OK] buttons to save your changes and exit out of the setup pages
    • If this does not correct the problem, try also checking the “Automatic prompting for file downloads” button (see red arrow above).
    • If you still are having browser problems, contact the help desk and ask for desktop support.

Stopping/Cancelling a Standard PeopleSoft Process or Report.

  • To stop a running, queued or reoccurring report click on the Process Monitor link as above
  • (Make sure that your data at the top of the page has your User ID and Last 3-10 Days, all other fields should be blank.)
    PeopleSoft Process Monitor page showing queued report details and Refresh link
  • Click on the Details link of your queued report.
    PeopleSoft Process Detail page with Cancel Request radio button selected and OK button
  • Click the “Cancel Request” radio button
  • Click the [OK] button.
  • When you click the [Refresh] button on the Main Process monitor page, you should see your process cancelling, and after a few seconds it should be cancelled.

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