XML Publisher

Download the XML Publisher Toolbar

–  Log In to PeopleSoft
–  Navigate : Home> Reporting Tools> XML Publisher> Setup> Design Helper

– Unzip & Execute “xmlp_desktop.zip”

– Installs the XML Toolbar in Microsoft Word

Create Report Category

Navigate: Home> Reporting Tools> XML Publisher> Setup> Report Category

Identify / Add New Data Source 

–  PSQuery is preconfigured XML Data Source
– Other Data Sources: Rowset, XML File, XMLDoc Object -Require Additional Config
– Navigate: Home> Reporting Tools> XML Publisher> Data Source

Enter Data Source description, and object owner

Generate & Save Sample Data File and Schema File

Creating an XML Publisher Report

Create Report template in Microsoft Word

– Import XML file generated from the Data Source creation

– Import XSD file generated from the Data Source creation

Insert Table from Wizard

Select table characteristics

Select fields from Data Source for Report

Select table criteria

Edit Field names prior to table generation

Initial table generated from wizard