Purpose of this Article: The data request form is part of any request for new public queries, dashboards and reports in the SF People & Pay, SF Learning, SF Financials, SF Procurement, and SF Reports and Analytics systems.


The form must be fully completed by the requesting Department and attached to a ticket within the SF User Support Portal. When logging a ticket, please use the naming convention “Type: Data Request”.


The ticket and attached form will then be evaluated by the SF Reports and Analytics team to determine if there is an existing report/query/dashboard that substantially satisfies the request.  If not, the SF Reports and Analytics team will evaluate the impact, effort and priority of creating a new report/query/dashboard to meet this request, in coordination with the relevant Central Agency, and determine a target completion. The SF Reports and Analytics team may recommend that the Department develop their own private query or BI report to meet their needs.


Audience: Department Users of the SF People & Pay, SF Learning, SF Financials, SF Procurement, and SF Reports and Analytics systems.

Author: Deborah Gill

Version/Update Date: 1.1 8/15/18


OutlineThe key topics involved in the data request process form are:

Topic 1: What is the data request form?

Topic 2: When should I use the data request form?

Topic 3: Where is the form located?

Topic 4:  How is the request processed?

Topic 5:  What happens after the request is processed?


Search Terms: Reports Inventory, Reports, Query, Queries, Query Report, PeopleSoft Reports, Dashboard, Author