Summit Financial Reporting 101
Teams
: LIBRARY 240
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.
Includes Fiscal Year Budgets, Sponsored and Non Sponsored Project Budgets.
Summit is Oracle Analytics Cloud that is a data repository 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.