PeopleSoft Historical Report Catalog

PeopleSoftArchive Report Catalog

Explore historical PeopleSoft HCM, Payroll, Benefits, Financials, Procurement, Inventory, Order Management, Project Costing, documents, and audit-ready reporting.

Module Category Report What It Provides Why It Helps
Human Capital Management Employee Information Employee Information Employee profile, employment status, organization, job and personal information Provides a single place to find historical employee information
Human Capital Management Employee Information Employee Details Employee summary with related employment records Provides a consolidated historical view of an employee
Human Capital Management Employee Information Job History Effective-dated job, department, position and employment changes Helps HR research an employee’s complete work history
Human Capital Management Employee Information Name History Current and previous employee names with effective dates Supports identity verification and historical audits
Human Capital Management Employee Information Employee Attachments Employee documents, subjects, dates and secure downloads Keeps historical employee documents accessible after PeopleSoft retirement
Human Capital Management Benefits Benefits Enrollment Employee benefit plan elections, coverage and effective dates Helps Benefits teams answer historical enrollment questions
Human Capital Management Benefits Benefits Enrollment Details Enrollment context with related plan and dependent information Provides a complete view of a historical benefit election
Human Capital Management Benefits Dependents Dependents and beneficiaries associated with benefit enrollment Supports eligibility, coverage and audit research
Human Capital Management Benefits Leave Accrual Employee leave plans, accrued balances and service information Helps verify historical vacation, sick and other leave balances
Human Capital Management Benefits Retirement Plans Employee retirement plan participation and contribution information Supports retirement plan inquiries and compliance reviews
Human Capital Management Payroll Employee Payroll Search Searchable employee payroll records and available payroll documents Provides a single starting point for historical payroll research
Human Capital Management Payroll Employee Payroll Details Employee payroll summary with related balances and documents Consolidates payroll history for an individual employee
Human Capital Management Payroll Paycheck Earnings Employee earnings by paycheck, pay period and earnings code Helps explain how historical paycheck amounts were calculated
Human Capital Management Payroll Payroll Checks Paycheck dates, numbers, gross pay, deductions, taxes and net pay Supports payroll inquiries and payment verification
Human Capital Management Payroll Paycheck Details Paycheck summary with detailed earnings information Provides drill-down access to the components of a paycheck
Human Capital Management Payroll Additional Pay History Recurring and one-time additional pay assigned to employees Helps research bonuses, allowances and supplemental compensation
Human Capital Management Payroll General Deductions Employee deduction elections, amounts and effective dates Supports investigation of historical payroll deductions
Human Capital Management Payroll Payroll Deduction Balances Accumulated deduction balances by employee and deduction code Helps reconcile historical deduction totals
Human Capital Management Payroll Payroll Tax Balances Employee tax balances by jurisdiction, tax type and period Supports tax reconciliation and employee inquiries
Human Capital Management Payroll Payroll Garnishment Balances Employee garnishment balances, deductions and accumulated amounts Supports legal, payroll and compliance research
Human Capital Management Payroll Payroll Special Accumulators Special payroll accumulator balances by employee and period Helps research customer-defined payroll totals
Human Capital Management Payroll Payroll Year-to-Date Balances Year-to-date earnings, taxes, deductions and net-pay balances Provides consolidated annual payroll history
Human Capital Management Payroll Payroll Earnings Balances Accumulated earnings balances by earnings code and period Helps reconcile employee compensation history
Human Capital Management Payroll W-2 Forms Historical employee W-2 records and securely downloadable files Keeps year-end US tax documents accessible after retirement
Human Capital Management Payroll Pay Statements Historical pay-statement metadata and stored payroll files Supports employee payroll inquiries and document retrieval
Human Capital Management Payroll ACA 1095-C Forms Historical Affordable Care Act form records and available documents Supports benefits compliance and employee document requests
Human Capital Management Payroll Canadian T4 Slips Historical Canadian T4 tax-slip records and available documents Supports Canadian payroll compliance and employee requests
Financials and Supply Chain General Ledger General Ledger Journals Journal headers, lines, amounts, statuses, ChartFields and references Supports journal research, reconciliation and audit requests
Financials and Supply Chain General Ledger Journal Details Journal summary, lines, ChartFields, descriptions and attachments Provides complete drill-down access to a historical journal
Financials and Supply Chain General Ledger Journal Attachments Journal supporting documents and secure file downloads Preserves evidence supporting historical accounting entries
Financials and Supply Chain General Ledger General Ledger Account Activity Detailed ledger activity by account, period and ChartFields Helps Finance trace balances back to accounting transactions
Financials and Supply Chain General Ledger General Ledger Balances Ledger balances by fiscal year, period, account and ChartFields Supports financial analysis and balance reconciliation
Financials and Supply Chain General Ledger GL Balance Details Transactions contributing to a selected ledger balance Explains how a historical account balance was derived
Financials and Supply Chain Accounts Payable Supplier Search Supplier names, status, locations, addresses and identifiers Helps users quickly locate historical supplier records
Financials and Supply Chain Accounts Payable Supplier Details Supplier profile, address and related attachment information Provides a consolidated historical view of a supplier
Financials and Supply Chain Accounts Payable Supplier Attachments Supplier documents, descriptions and secure downloads Preserves onboarding, approval and supporting supplier documents
Financials and Supply Chain Accounts Payable Voucher Search Voucher invoices, suppliers, dates, amounts, statuses and payment information Helps users quickly find and research historical invoices
Financials and Supply Chain Accounts Payable Voucher Details Voucher summary with lines, distributions, payments and attachments Provides a complete invoice-to-payment audit trail
Financials and Supply Chain Accounts Payable Voucher Lines Items, quantities, descriptions and amounts recorded on a voucher Explains the goods or services represented by an invoice
Financials and Supply Chain Accounts Payable Voucher Distributions Accounting distributions, ChartFields and amounts by voucher line Shows how voucher costs were charged and accounted for
Financials and Supply Chain Accounts Payable Voucher Payments Payment references, dates, methods and amounts for a voucher Helps verify when and how an invoice was paid
Financials and Supply Chain Accounts Payable Voucher Attachments Invoice supporting documents and secure file downloads Keeps invoice evidence available for audit and research
Financials and Supply Chain Accounts Receivable Customer Search Customer names, status, addresses and identifying information Helps users quickly locate historical customer records
Financials and Supply Chain Accounts Receivable Customer 360 Customer summary with balances, transactions, payments and documents Provides a consolidated historical view of customer activity
Financials and Supply Chain Accounts Receivable Customer Balances Customer balances by business unit, currency and balance type Helps Finance understand historical customer exposure
Financials and Supply Chain Accounts Receivable Customer Transactions Customer invoices, adjustments and other receivable transactions Supports transaction research and account reconciliation
Financials and Supply Chain Accounts Receivable Open Items and Aging Outstanding receivables organized by due date and aging category Supports collections, audit and historical aging analysis
Financials and Supply Chain Accounts Receivable Customer Payments Customer payment dates, methods, references and amounts Helps trace receipts applied to customer accounts
Financials and Supply Chain Accounts Receivable Customer Attachments Customer documents, descriptions and secure downloads Preserves supporting customer documentation
Financials and Supply Chain Accounts Receivable Receivable Item Attachments Documents associated with individual receivable items Provides evidence supporting invoices, adjustments and disputes
Financials and Supply Chain Accounts Receivable Customer Statements Historical statement records and available statement documents Keeps customer statements available for inquiries and audit
Financials and Supply Chain Accounts Receivable Dunning Letters Historical collection letters and securely downloadable files Supports collection history and customer dispute research
Financials and Supply Chain Billing Invoice Search Billing invoices, customers, dates, amounts and statuses Helps users quickly locate historical customer invoices
Financials and Supply Chain Billing Invoice Details Invoice summary, customer information, lines and attachments Provides a complete historical billing record
Financials and Supply Chain Billing Invoice Lines Products, services, quantities, rates and amounts billed Explains the detailed charges on an invoice
Financials and Supply Chain Billing Invoice Attachments Invoice images and supporting documents with secure downloads Preserves printable invoice documents after PeopleSoft retirement
Financials and Supply Chain Asset Management Asset Search Asset descriptions, status, category, location and acquisition information Helps users find and research historical fixed assets
Financials and Supply Chain Asset Management Asset Details Asset summary with financial, location and depreciation information Provides a consolidated historical asset record
Financials and Supply Chain Asset Management Depreciation History Depreciation amounts by book, fiscal year and accounting period Supports asset reconciliation and financial audit
Financials and Supply Chain Purchasing Purchase Order Search Purchase orders, suppliers, dates, statuses, amounts and business units Helps users quickly locate historical purchase orders
Financials and Supply Chain Purchasing Purchase Order Details Purchase order summary with lines, schedules, distributions, receipts and attachments Provides a complete procure-to-receipt history
Financials and Supply Chain Purchasing Purchase Order Lines Items, descriptions, quantities, prices and line amounts Explains what was ordered from the supplier
Financials and Supply Chain Purchasing Purchase Order Schedules Delivery schedules, due dates, quantities and ship-to locations Shows when and where ordered items were expected
Financials and Supply Chain Purchasing Purchase Order Distributions Accounting distributions, ChartFields and amounts Shows how purchase-order costs were allocated
Financials and Supply Chain Purchasing Purchase Order Receipts Received quantities, dates, inspection status and linked purchase orders Helps verify fulfillment of historical purchase orders
Financials and Supply Chain Purchasing Purchase Order Attachments Header and line documents with secure downloads Preserves quotes, specifications and supporting purchasing documents
Financials and Supply Chain Purchasing Requisition Search Requisitions, requesters, dates, statuses and requested amounts Helps users locate historical purchasing requests
Financials and Supply Chain Purchasing Requisition Details Requisition summary with lines, schedules, distributions and attachments Provides a complete history of a purchasing request
Financials and Supply Chain Purchasing Requisition Lines Requested items, descriptions, quantities and estimated costs Explains what goods or services were requested
Financials and Supply Chain Purchasing Requisition Schedules Requested delivery dates, quantities and locations Shows the requested fulfillment schedule
Financials and Supply Chain Purchasing Requisition Distributions Accounting distributions and ChartFields for requisition costs Shows how requested costs were intended to be charged
Financials and Supply Chain Purchasing Requisition Attachments Header and line supporting documents with secure downloads Preserves specifications, quotes and request documentation
Financials and Supply Chain Purchasing Receipts Receiving transactions, quantities, suppliers, purchase orders and statuses Supports receiving research and purchase-order reconciliation
Financials and Supply Chain Purchasing Receipt Attachments Documents and images associated with receipt distributions Preserves proof of delivery and receiving documentation
Financials and Supply Chain Inventory Inventory Item Search Item definitions, descriptions, status and identifying information Helps users quickly locate historical inventory items
Financials and Supply Chain Inventory Inventory Item Details Item summary with balances, lots, serials, transactions and allocations Provides a consolidated historical inventory record
Financials and Supply Chain Inventory On-Hand Balances Available inventory quantities by business unit and storage location Supports historical stock and quantity research
Financials and Supply Chain Inventory Lots Lot-controlled inventory, quantities and expiration information Supports lot traceability and compliance research
Financials and Supply Chain Inventory Serials Serialized inventory and its historical status or location Supports item-level traceability
Financials and Supply Chain Inventory Inventory Transactions Receipts, issues, transfers and adjustments affecting inventory Explains historical inventory movement
Financials and Supply Chain Inventory Reservations and Allocations Demand reservations and allocated inventory quantities Shows how inventory was committed to demand
Financials and Supply Chain Inventory Lot Allocations Lots allocated to specific demand transactions Supports lot-level fulfillment traceability
Financials and Supply Chain Inventory Physical Inventory Physical-count events, counted quantities and variances Supports inventory reconciliation and audit
Financials and Supply Chain Inventory Interunit Shipments Inventory shipments between business units and their statuses Provides visibility into historical internal transfers
Financials and Supply Chain Inventory Putaway Details Received inventory putaway quantities and storage destinations Shows where received inventory was stored
Financials and Supply Chain Inventory Storage Locations Inventory storage areas, bins and location attributes Provides location context for historical inventory balances
Financials and Supply Chain Inventory Receiving Serials Serial numbers recorded during receiving transactions Supports serialized-item receiving traceability
Financials and Supply Chain Order Management Sales Order Search Sales orders, customers, dates, statuses and order amounts Helps users quickly locate historical customer orders
Financials and Supply Chain Order Management Sales Order Details Sales-order summary with related lines and schedules Provides a complete historical order view
Financials and Supply Chain Order Management Sales Order Lines Ordered products, quantities, prices and line amounts Explains the products and charges on an order
Financials and Supply Chain Order Management Sales Order Schedules Fulfillment schedules, requested dates, quantities and locations Shows how and when sales-order demand was planned
Financials and Supply Chain Project Costing Project Search Project definitions, descriptions, status, dates and ownership Helps users quickly locate historical projects
Financials and Supply Chain Project Costing Project Details Project summary with related historical cost transactions Provides a consolidated view of project history
Financials and Supply Chain Project Costing Project Cost Transactions Project costs by activity, resource, analysis type and ChartFields Supports project accounting, reconciliation and audit