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SUMMIT Job Aids & Training

SUMMIT Reporting Login

SUMMIT is a web-based tool that delivers PeopleSoft data both quickly and easily through customized graphs and tables. SUMMIT is the enterprise reporting tool currently used to support Finance and Human Resources. It will eventually include Student (SiS) and Advancement data. As a SUMMIT user, you have access to your day-to-day processes.

For additional information, see the SUMMIT overview page.

Training Information

Whether you are an experienced user or entirely new to SUMMIT, you are invited to SUMMIT Training Sessions for Finance users. This hands-on training will focus on access to the Finance System dashboards that support department administrators, managers, and PIs. Training is conducted by the Controller’s Office. Email: for additional information, comments or questions.

You can register for SUMMIT Training via email:

Day Date Time Location
Thursday September 21, 2017 1:30 - 3:30 p.m. University Crossing (UCC) 157
Tuesday October 10, 2017 9-11 a.m. UCC 157
Monday November 13, 2017 1:30 - 3:30 p.m. UCC 157
Thursday December 21, 2017 9-11 a.m. UCC 157
Friday January 26, 2018 1:30 - 3:30 p.m. WAN 403
Wednesday February 21, 2018 9-11 a.m. UCC 157
Tuesday March 13, 2018 1:30 - 3:30 p.m. UCC 157
Friday April 20, 2018 9-11 a.m. UCC 157
Wednesday May 23, 2018 1:30 - 3:30 p.m. UCC 157
Monday June 18, 2018 9-11 a.m. UCC 157
Thursday July 19, 2018 1:30 - 3:30 p.m. UCC 157

General Aids

Function Test Resources
SUMMIT Fundamentals N/A
Key SUMMIT Widgets
  • Budget Balance Expense Summary
  • Transaction Detail Summary
  • Encumbrance Detail Summary
SUMMIT Quick Reference Guide Job Aid (pdf)
Setting a Default Dashboard Job Aid (pdf)
Academic Admin Dashboard Job Aid (pdf)
Department Admin Dashboard Job Aid (pdf)
PI Dashboard Job Aid (pdf)
Facilities Dashboard Job Aid (pdf)
Fiscal Reporting Dashboard N/A
Exporting to Excel Job Aid (pdf)
Updating Trusted Sites in IE Job Aid(doc)
Clearing Cache in Firefox Job Aid (pdf)
Clearing Cache in IE9/10 Job Aid (pdf)

Function Interactive
UMass Amherst SUMMIT Screencasts
Watch and listen to brief screencasts, which demonstrate and teach the use of SUMMIT.
While the screencasts were prepared by the Amherst campus, SUMMIT is a tool used by all campuses.
UMass Lowell users should still find these brief screencasts helpful. Email: with any questions.