About

Precursive comes with a set of out-of-the box Reports & Dashboards. We always recommend checking the Precursive Boards - Reports & Dashboards first to see if there is a report that you can edit to meet your business requirements. If not, you can use Precursive Report Types to build your own reports. Let's see an example here.
 
Scenario: The VP of Professional Services wants to find out what tasks are taking longer to complete than they expected.
Business Question: Which Tasks are exceeding their estimated hours?

To answer this question, we can use the 'Precursive Tasks with Time' report type. We will look for tasks with time logged against them and then analyze which ones have a higher amount of Time Spent than Estimated Hours.

Building your Report

Navigate to the 'Reports' tab, click 'New Report' and select the 'Precursive Tasks' report type to start building your report. Then follow the instructions below:

1. Set Filters:

• All Precursive Tasks
• Start Date: All Time
• Time Spent (Hours) greater than 'Field' - Estimated Hours
  

2. Add the following Columns:

• Name (Name of the Task)
• Time Spent (Hours)
• Estimated Hours

3. Summarize 'Time Spent (Hours)' by Average and Max
4. Summarize 'Estimated Hours' by Average only - remove the default Sum. 5. Group the report by 'Name (Task Name)' and
6. Add a Conditional Formatting to highlight Largest Time Spent (Hours) that go over the total Average amount (which you will see on the report) 7. Hide Row Counts and Detail Row

Related Resources

Precursive Boards - Reports & Dashboards 
Tutorial: Reporting on the Most Time-Consuming Tasks
Tutorial: Reporting on Total Time Spent on Precursive Boards - Estimated VS Actual
Tutorial: Reporting on Logged Time by Individual Team Members
Tutorial: Reporting on Total Time Spent per Board Type