Summit Financial Reporting 101

Friday, December 04, 2026 at 10:00am to 11:15am

Teams
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 is a reporting database with Pre-built Dashboards that enable users to view and report on financial data.  Data is updated nightly from PeopleSoft Finance, BuyWays Procurement and Concur Travel and Expenses  

Training is for Faculty and Staff and required for access. 

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