Priorities and Strategies Summary (Report)

What does this report show me?

Planned expense dollars associated with strategies and grouped by priority across all budgets.

The report summarizes planned expenses according to the district’s defined priorities and strategies.
It enables administrators and stakeholders to see how budgeted resources support key district initiatives, goals, or strategic plans.

Alignment with Strategic Plans:
Breaks down planned expenditures by the priorities and strategies configured in Allovue, making it clear how funding supports each area.
Aggregated Totals:
Displays total planned dollar amounts for each priority and strategy, often across multiple organizations, funds, or accounts.
Transparency and Accountability:
Offers a clear view for leadership, boards, and the public on how resources are being allocated to support district initiatives.

In Allovue, select Budget.
From the All Budgets or Single Budgets tab, select Reporting.
Select Priorities and Strategies.
Select Export Data.
A copy of the report will be emailed to the email address associated with your account. In the email, select the report name to download a copy to your device.

Exports will maintain any filters that are selected in the application.
If the All Budgets Tab is selected, the report will surface all organizations within your account.
If the Single Budgets Tab is selected, the report will surface data that matches the selected organization’s Budget scope.

Field	Details
Priority	The strategic goal or priority area (e.g., “Increase Literacy” or “Support Student Wellness”). The top-level objective defined in your district’s strategic plan.
Strategy	The specific strategy or action plan under the priority (e.g., “Hire Reading Specialists”). An actionable plan or initiative directly supporting the priority.
Non-Personnel	All planned or budgeted expenses that are not related to staffing or employee compensation.
FTE	The total number of FTEs planned or allocated toward each district priority or strategy.
Personnel	All planned or budgeted expenses that are directly related to staffing and employee compensation
Total	Refers to the summed amount that has been allocated to a particular priority, strategy, or group of priorities/strategies.