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Reporting

Access Expense Reports in Budget:

  1. In Allovue, select Budget.

  2. From the All Budgets or Single Budgets tab, select Reporting.

  3. From Included Expenses, select which expense types you would like to include.

    1. All Expense

    2. Personnel Expenses

    3. Non-personnel Expenses.

  4. Select Export

  5. A 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.

Access Reports in Budget:

  1. In Allovue, select Budget.

  2. From the All Budgets tab, select Reporting.

  3. Choose the desired report.

  4. Select Export Data.

  5. 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.

Reports

The following reports are available in Allovue Budget:

Report Name

Details

Account History

Review this report to view all planned, budgeted, and spent expenses, per account, for upcoming and prior Fiscal Years.

Budget and Allocation Totals

Understand how many planned Personnel and Non-Personnel dollars or FTEs have been approved for the next Fiscal Year, as well as how many dollars are left to plan in each Allocation.

Priorities and Strategies Summary

Review this report to understand the planned expense totals aligned to your district’s priorities and strategies.

Removed Positions

Review this report to understand which positions have been removed for the next Fiscal Year.

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