Reports/Queries

Overview

Travel Reports can be generated by anyone at the Lab who has a LDAP account. The reports are based on queries built in the PeopleSoft Financial Management System (FMS). Read only access to FMS is sufficient to run them, and everyone has this access.

Instructions to Run Travel Reports

• Log on to PeopleSoft FMS from Internet Explorer by typing fms/fmsprd. Type in your LDAP user ID and password. (If you experience a problem with access, contact Craig Gaylor at CRGaylor@lbl.gov or x6439.
• From the Navigation Menu click on Reporting Tools>>Query>>Query Viewer. Click on the drop down arrow next to Search by: Query Name and select Folder Name. In the box to the right of the words "begins with", type the word Travel.
• You will get a list of queries designed for division use along with a brief description of each.* Click HERE for a list of the queries and a detailed explanation of the information that each provides.
• When you find the query you want, click on Run to Excel.
• Depending on which query you select, you may get results for all divisions or a prompt asking you to type in your 2-digit organization code. In the later case, type in the code and select View Results. It may take up to 3-5 minutes for a large query to run. If you have any problems, contact Sally Lafferty at SWLafferty@lbl.gov or x7337.
• if none of the query descriptions sounds like what you need, contact Sally Lafferty (SWLafferty@lbl.gov or x7337). Tell her what information you need and she will help you find one.