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Has anyone developed custom Balance Sheet and P&L reports using BI publisher, against PS data? If so, did you have to install the BI Publisher software on a separate server or same server as PS DB or same server used for all reporting?
@Susan Jo I have not developed a Balance Sheet with BI Pulbisher but have used BI Publisher for many other items.
Like the other people, we did not need a separate server, we needed the Microsoft Plug in (Add-on) to use it. We have to download that from PeopleSoft to ensure we get the correct one. Go to Reporting Tools - BI Publisher - Setup - Design Helper. That has the download there depending if you have 32 or 64 bit.
Once successfully downloaded, there is documentation on how to use it. Bascially, it adds a tab to your Word called BI Publisher. You can upload the data source and use it like a mail merge type document. You format and put fields in the template.
Hope this helps.