PeopleSoft: Creating XML Publisher report with PS Query

STEP I: - Create a PS Query, to fetch the required data. E.g, I created a PS Query with the name NS_HRS_OFFER_DS

STEP II: - Create the Data Source for the XML Publisher, by following the below listed steps.

1.      Navigate to Main Menu > Reporting Tools > XML Publisher > Data Source

Select ‘Add a New Value’, and in ‘Data Source ID‘enter the name of the PS Query created in STEP I.

Then click ADD button.

Click the ‘Generate‘ hyperlink to create the XML file, for the Data Source.

This would generate the sample data file, similarly generate schema file for the data source.

Below is the sample data file generated by the above step.

Below is the schema data file generated by the above step.

STEP III: - Create a RTF template, using MSWord.

Load the sample XML Data

Select the XML file generated in STEP II.

To insert the field values in template, do the following steps.

Insert the desired fields at appropriate place, in the template.

Below is the template, after all the required fields are inserted into the template.

There are number of things that you can do with the XML publisher, for example if you want to create a table for the compensation, you can do it by following steps.

Drag the node to ‘template‘ area, like I did for the ‘Row‘ node in this example.

And remove all the fields from the node which are not required in the template.

After setting the properties for the table & fields, select OK to insert the table into the template.

So below is the template, which we get after going through above steps.

STEP IV: - Create the Report Definition in PIA.

Select the ‘Report Category ID‘, to give the access of the report.

The Report Category is defined at {Main Menu -> Reporting Tools -> XML Publisher  -> Setup  -> Report Category }

Upload the template for the report.

After the template is uploaded, then mark the status ‘Active’.

Also mark the status of the report to ‘Active’, and save it.

STEP V: - Run the report.

Enter the report name, and template ID to be used for the report.

Then click ‘Update Parameters’ to give the values to the bind variables of the PS Query.

Click ‘OK‘ button.

Click ‘Run‘ button.

After the process PSXPQRYRPT is run to success, then view the generated report in ‘Report Manager’ component.

Below is the generated report.