The University of Massachusetts Amherst

Available standard financial reports

A&F Administrative Systems provides campus management with key financial and HR reports. These reports, generated through the PeopleSoft HR, Finance systems and Summit, are a combination of standardized reports run annually, monthly or bi-weekly and ad hoc reports run as needed by the end users. The following reports are provided either in hard copy or through Summit to MBUs except for the Annual All Funds Report which is distributed through the Vice Chancellors. In addition, the Monthly Operational Reports are available online through the finance system.

  • Monthly Operational Reports:  Each month, A&F Administrative Systems generates a series of standardized reports used to manage the financial operations of departments, funds, and grants/projects. These reports are available on-line and include general information on budget balances as well as detailed information on the transactions that occur each month.
  • Monthly Deans’ Reports:  A&F Systems makes available through the Summit tool, reports to each dean’s area and MBU which provide a summarized financial overview of year-to-date activity for both restricted and unrestricted funds. The reports include a school/college or MBU summary of balances by fund, a department level summary of balances by fund, and a project/grant funding and expense summary.

Administration & Finance Websites