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Summit Financial Reporting 101

Tuesday, September 22, 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 and is a data repository that has Prebuilt Dashboards that enable users to view and report on financial data.  Data is updated nightly from PeopleSoft Finance, BuyWays and Concur.  

Training is for Faculty and Staff and required for access.  Sign up is required to attend training. 

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