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Summit Financial Reporting 101

Tuesday, November 03, 2026 at 10:00am to 11:15am

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Jean Schlesinger
508-999-8085
jschlesinger@umassd.edu
https://www.umassd.edu/peoplesoftfinance/training/

Learn how to view Budget Balances, Revenue and Expense Transaction Detail and Open Encumbrances using Summit Financials Department Management Dashboard. 

Summit is Oracle Analytics Cloud Reporting Repository with Prebuilt Dashboards that enable users to view and report on financial data.   Data is updated nightly from PeopleSoft Financials, BuyWays procurement and Concur Travel and Expenses.  

Training is for Faculty and Staff and required for access. 

Please Email jschlesinger@umassd.edu to sign up for training.