Report manager is part of the PeopleSoft Process Scheduler and provides a framework for viewing output from processes (typically reports) based on the user's privileges.
The following are the key areas for configuration of Report Manager:
- Access to Report Manager: Reporting Tools -> Report Manager
- Report Folder Administration: PeopleTools -> Process Scheduler -> System Settings -> Report Folder Administration
- Process Definitions PeopleTools -> Process Scheduler -> Processes
- Services Operations in Integration Broker PeopleTools -> Integration Broker -> Integration Setup -> Service Operations
The report manager component (CONTENT_LIST) consists of four pages:
These are mainly built from work records, but behind the scenes some of the tables for each page are:
- Report Information: PSRF_RINFO_TBL
- Report Folder Information: PSRF_FINFO_TBL
- Report Folders: PSRF_FLIST_TBL
- Report Security: PSRF_RSCRTY_TBL
- Report Administration (Administration Page): PS_CDM_AUTH
Reporting folders are used to store process output into specific groups (think folders or directories in a file system). Job definitions, process definitions or individual process runs (instances) can distribute to a specific report folder. Distribution can be either to specific operator ID or a role.
Integration Broker Setup
To enable the List and Explorer pages in report manager, the following service operations need to be configured:
Navigation for this setup is: PeopleTools -> Integration Broker -> Integration Setup -> Service Operations. This assumes that you have integration broker setup and working correctly.
There is a bug with PeopleTools 8.48 where the handler for the PSRF_REPORT_CREATE service operation is missing. You'll need to add this manually through the handlers page:
- Name = GEN_UPG_HANDLER_18300
- Type = OnNotify
- Implementation = AppClass
- Status = Active
Click on the details hyperlink and specify a description and comments as well as the following under application class:
- Package Name = PSRF_REPORT_CREATE
- Path = :
- Class ID = CreateReport
- Method = OnNotify
This change requires a restart of the application server to become effective.
Note that there are application packages for all the service operations with the same name. This is the list including the classes in each application package:
- Application Package: PSRF_FOLDER_CREATE Class: CreateFolder
- Application Package: PSRF_REPORT_CREATE Class: CreateReport
- Application Package: PSRF_REPORT_DATE_CHANGE Class: ChangeExpirationDate
- Application Package: PSRF_REPORT_DELETE Class: DeleteReport
The applicatione engine program PRCSYSPURGE perform the purge of the Process Request and Report Manager tables.
The following roles are related to access to report manager:
- ReportDistAdmin - gives access to all reports
- ReportSuperUser - gives super user access reports for a specific user
Despite the name convention, it is actually ReportDistAdmin that gives you access to other people's reports.
If your users are getting the error You are not Authorized (40,20), it could be because they don't have the appropriate access to the report manager pages through their permission lists. You can investigate this using the same technique as any other page - check PSAUTHITEM to see if the user has access to the page through their current permission lists:
select * from PSOPRCLS A where A.OPRID = 'OPRID' and exists ( select 1 from PSAUTHITEM B where B.CLASSID = A.CLASSID and B.PNLITEMNAME = 'PAGENAME' );
You may also get a signon page error indicating that you are Not Authorized to View a Report
By default the permission lists that give you access to the reporting pages include PTPT1000 and PTPT1200. PTPT1000 gives access to the report manager Administration page. PTPT1200 gives access to the List and Explorer pages within Report Manager.
Other Useful Information
- Send Anything to the Report Repository (PeopleSoft Corner)
- Report distribution with a 3rd Party Solutions (Grey Sparling)
- Report Manager Performance (Grey Sparling)
- Report Distribution - Report manager (PSAdmin)
- Troubleshooting Common Process Scheduler/Report Manager Issues