Summit Dashboards

Dashboards are important for visualizing your current metrics and key performance indicators (KPIs) for each section. Summit provides users with a wide variety of dashboards ranging from HR to Finance to Security. Explore the different dashboards and their descriptions below. If you are interested in gaining access to a new dashboard or data mart, click here to be directed to a page on who to contact.

Dashboard Subject Area Description
AMH: Financial Planning

Description forthcoming.

AMH: IALS Administration AMH Reports

Description forthcoming.​

CAPS

Dashboard with information relating to UMass Boston’s CAPS program enrollment.

CSW: Enrollment Management

Enrollment Management Admissions – Dashboard with information relating to Capacity Planning, Course Demand, and Admissions. Also contains campus developed reports specific to Enrollment Management.

CSW: Recruiting & Admissions

Dashboard with information relating to the Admissions funnel, Predictive Admits, and Applicant Profile. Also contains campus developed reports specific to the Admissions process.

CSW: Student Reports CSW Reports

Campus developed reports specific to Student Records.

UMDAR Law School CSW Reports

Campus developed reports specific to the Law School

Executive Dashboard Executive Reports

Description forthcoming.

Executive Dashboard - Mobile Executive Reports

Description forthcoming.

FDM: Academic Admin FDM Reports

Audience: Academic Departments. Four main funding types displayed in this order - Sponsored Project Funds, Fund Balance Funds, Budget Balance Funds, & Non Sponsored Project funds. Allows for drilling to the Transaction Detail level. Contains chartfield demographics.

FDM: Academic Admin Worcester FDM Reports

Audience: Academic Departments. Four main funding types displayed in this order - Sponsored Project Funds, Fund Balance Funds, Budget Balance Funds, & Non Sponsored Project funds. Allows for drilling to the Transaction Detail level. Contains chartfield demographics.

FDM: Asset Management FDM Reports

Contains data for Capital & Non Capital assets (both in service & disposed) to assist with Inventory management

FDM: Audit FDM Reports

Contains comparison of Ledger data to Fact tables in database for Actuals. Only users with SUMMIT_FDM_LEADS roles have access to this dashboard

FDM: Balance Sheet FDM Reports

Provides reporting for Balance Sheet summary & detail by chartstring. Allows for drilling to the Transaction Detail level.

FDM: CWM Management FDM Reports

Commonwealth Medicine. Contains Finance Summary by Responsibility. Funding types include: Commonwealth Medicine Operations, Jamaica Plan Operations and/or Newborn Screening, Fund Balance Fund & Grants & Contracts funding. Allows for drilling to the Transaction Detail level. Contains chartfield demographics.

FDM: Department Admin FDM Reports

Audience: Administrative Departments. Four main funding types displayed in this order - Budget Balance funds, Fund Balance Funds, Non Sponsored Project Funds & Sponsored Project Funds. Allows for drilling to the Transaction Detail level. Contains chartfield demographics.

FDM: Department Admin Worcester FDM Reports

Audience: Administrative Departments. Four main funding types displayed in this order - Budget Balance funds with Prorated Budgets, Fund Balance Funds, Non Sponsored Project Funds & Sponsored Project Funds. Allows for drilling to the Transaction Detail level. Contains chartfield demographics.

FDM: Facilities Management FDM Reports

Audience: Facilities department. Contains Finance data for Capital projects. Allows for drilling to the Transaction Detail level.

FDM: Fiscal Reporting FDM Reports

Contains Finance data to assist with monthend reporting down to the account level. 3 tabs: Revenue & Expense (project data not included), Sponsored Project, & Non Sponsored Project Allows for drilling to the transaction detail.

FDM: Leads Preview and Approval FDM Reports

This is a Summit TEST and UAT dashboard for display of prototype and/or before/after data validation. Leads can review proposed changes here before they are integrated into existing Production Dashboards.

FDM: PI FDM Reports

Audience: PI's. Three main funding types displayed in this order - Sponsored Project funds, Fund Balance Funds, & Non Sponsored Project Funds. Allows for drilling to the Transaction Detail level. Contains chartfield demographics.

FDM: PI Worcester FDM Reports

Audience: PI's. Four main funding types displayed in this order - Sponsored Project funds, Fund Balance Funds, Budget Balance & Non Sponsored Project Funds. Allows for drilling to the Transaction Detail level. Contains chartfield demographics.

FDM: Pre Award FDM Reports

Contains Grant Proposal data and reports to assist with NIH reporting (JIT & Biosketch).

FDM: Procurement Council FDM Reports

Audience: Procurement Directors. Dashboard for Accounts Payable and Procard Addressable Spend. Security is at the Campus Level.

FDM: Transaction Detail Analysis FDM Reports

Audience - Any Finance user. Provides transaction detail data based on various prompting allowing to/from date selections. Can view Revenue & Expense, Encumbrance and Budget data by transaction type.

Payroll Projection Payroll Projection

Payroll Projection - Combines HR and Finance payroll data.  Data at the Employee ID Level is Current Fiscal Year or Prior Fiscal Year only.