Searching for Queries

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Overview

One type of report used in the UGA Financial Management System is a query. Queries are created with the Query Manager in UGA Financials and placed on menus or WorkCenters for easy access. Once you run the query, you can download the results of the query into an Excel file or save as a *.csv or *.xml file for use with other programs.

This article shows you how to locate a query you may need using search terms and search operators, as well as how to navigate the search results list.

In this article, you will learn ways to refine, sort, and export search results in the UGA Financial Management System.

Note: Search functions shown in this tutorial will work with any PeopleSoft search.

1. Step 1

UGA Financials homepage displayed with Query Viewer tile highlighted.

First, log into the Financial Management System.

From the UGA Financials homepage , click the Query Viewer tile.

2. Step 2

Query Viewer search page displayed with Search box highlighted.

The basic Query Viewer search page is displayed.

To begin searching for available queries, click the Search button.

3. Step 3

Query Viewer search page is displayed with Advanced Search quick link highlighted.

All available matches are displayed below the criteria in a Search Results section. Search results are limited to the first 300 items.

To further refine search results, click the Advanced Search link.

4. Step 4

Query Viewer additional search page is displayed with empty field box highlighted.

Additional search fields are displayed.

You can search by any individual field or a combination of fields. The default search filter is begins with and returns result that begin exactly as the criteria entered.

To search by Query Name , enter appropriate information into the Query Name field.

Example shown here: " ASSET ".

5. Step 5

Query Viewer additional search page is displayed with Search box highlighted.

With your search criteria entered, click the Search button.

6. Step 6

Query Viewer additional search page is displayed with Search Results section highlighted.

The Search Results section displays the results matching the search criteria.

The number of queries meeting the search criteria are displayed in the upper right-hand corner of the Query Table.

7. Step 7

Query Viewer additional search page is displayed with Query Name drop-down box highlighted.

To select another filter, click the Query Name drop-down box.

8. Step 8

The Query Name drop-down menu is displayed.

Select a different search operator for your earch terms, such as:

begins with: returns all data that begins with the searched values

contains: returns all data that contains the searched values

not= : returns all items that do not contain the searched data.

Example shown here: Results with the criteria anywhere in the Query Name field, click the contains option.

9. Step 9

With your search criteria entered, click the Search button.

10. Step 10

Query Viewer additional search page is displayed with Next (>) arrow highlighted.

Results containing the entered criteria are displayed.

To view additional results, click the right arrow to scroll through additional page(s).

11. Step 11

Query Viewer additional search page is displayed with Back (<) arrow highlighted.

To return to prior page(s) of results, click the left arrow.

12. Step 12

Query Viewer additional search page is displayed with the Description box highlighted.

The Query table columns can be sorted in ascending (A-Z) or descending (Z-A) order. The default is ascending order of the first column , Query Name in this article.

To sort by another column, click the column header.

Example shown here: Description column header.