University calendar

Summit Financial Reporting 101

Monday, August 03, 2026 at 10:00am to 11:15am

Add to my calendar

Library 240 or Teams
Jean Schlesinger
508-999-8085
jschlesinger@umassd.edu
https://www.umassd.edu/peoplesoftfinance/training/

Review of the Summit Department Management Dashboard.  Learn how to lookup budget balances, Revenue and Expense Details and Open Encumbrances for Fiscal Year budgets, Sponsored Projects and Non Sponsored Project Budgets.  

Summit is Oracle Analytics Cloud.  Data is interfaced nightly from PeopleSoft Financials, BuyWays and Concur and presented on user friendly dashboards.  Reports are exportable to excel, word, powerpoint etc.