This information will show you how to get started viewing and using your data.

Logging in for the First Time

You will receive a welcome email from Summit, when someone, usually an administrator, in your organization invites you to use the application. Click the link in the email to accept the invitation. You will be asked to create an account by providing your name and configuring a password. Then it logs you in.


The Datasets tab is where all the datasets that are available for your business area or that were shared with you are visible. Datasets that are hyperlinked are the datasets that you can edit. The other datasets are available for viewing only. When you select a hyperlinked dataset, you will be able to see the details of the data, such as the fields and values that make up a dataset, make changes to existing fields, create new fields using transformations, or create new datasets.


In this screen you can create a workbook with your custom Metrics, which are simple to read visualizations of data. The Workbook editor allows you to display data from basic KPI’s and tables to bar charts and line graphs, all with custom filters for the end users. See Create a Summit Workbook for a step by step guide.

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