Skip to Main Content

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:

ThursdayJanuary 23, 20209-11 a.m.University Crossing (UCC) 155
MondayFebruary 24, 20201:30-3:30 p.m.UCC 155
TuesdayMarch 10, 20209-11 a.m.UCC 155
WednesdayMarch 25, 20201:30-3:30 p.m.UCC 155
FridayApril 17, 20209-11 a.m.UCC 155
ThursdayMay 21, 20201:30-3:30 pmUCC 155

General Aids

FunctionTest Resources
SUMMIT FundamentalsN/A
Key SUMMIT Widgets
  • Budget Balance Expense Summary
  • Transaction Detail Summary
  • Encumbrance Detail Summary
SUMMIT Quick Reference GuideJob Aid (pdf)
Setting a Default DashboardJob Aid (pdf)
Academic Admin DashboardJob Aid (pdf)
Department Admin DashboardJob Aid (pdf)
PI DashboardJob Aid (pdf)
Facilities DashboardJob Aid (pdf)
Fiscal Reporting DashboardN/A
Exporting to ExcelJob Aid (pdf)
Updating Trusted Sites in IEJob Aid(doc)
Clearing Cache in FirefoxJob Aid (pdf)
Clearing Cache in IE9/10Job Aid (pdf)

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.