Reports are generated in accordance with their configuration. Reports can be generated for a single project as well as for multiple projects.
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You can define criteria and construct filters based upon on these criteria. You can apply filters to get the desired data. Folder and Sprint filters are also available to generate the report accordingly. The Sprint filter helps users to track the test cycle status.
You can filter test cases, test cycles, and test plans on system fields as well as custom fields.
These custom fields are also displayed when you export the report in excelExcel.
For example, custom fields created for the Test Case module (from Configuration > Project Configuration > Custom Fields) appear on the drop-down list along with system fields. You can construct filter criteria based on custom fields to apply to test cases. The report is generated for the filtered test cases.
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Select the module you want to filter the report data on. You can select only 2 modules at a time. As soon as you select the module, its criteria panel is added on to the screen to define the criteria to filter report data.
Click on the Add Criteria button. A row is added to define the Operation, Operator, and corresponding value to construct a criterion to filter the data. You can delete a criterion by clicking on the Delete icon.
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Requirement and Defect modules: JQL is provided for a filter by Requirement and Defect. Users can apply filters as per requirement same as provided in Jira advanced search. It allows users to use multiple fields like Project, Issue Type, Issue Status, etc. as filters to generate the report.
→ To apply the Order by clause, write the query like: (Status='To Do') Order by Priority DESC
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Test Case
Test Case Versions (for Test Case module): The following filter criteria are applicable to the Test Case filter.
Show Latest Version Version: Select the option if you want to view the report only for the latest version of the test case. This option is selected by default.
Show All Version(s) : Select the option if you want to view the report for all versions of the test case.
Test Case Executions (for Execution module)Archived Test Cases: Select the Include Archived Test Cases option to include archived test cases while generating the reports.
Executions
Test Executions: The following filter criteria are applicable apply to the Execution filter.
Last Test Execution: Select the option if you want to view only the last execution of test cases in the report.
All Test Execution(s): Select the option if you want to view all the executions of test cases in the report.
Archived Test Cycles: Select the Include Archived Test Cycles/Executions option to include the executions of archived test cycles while generating the reports. The executions of archived test cycles are not included in reports by default.
Test Plan
Test Case Versions (for Test Case module): The following filter criteria are applicable to the Test Case filter.
Show Latest Version: Select the option if you want to view the report only for the latest version of the test case. This option is selected by default.
Show All Version(s): Select the option if you want to view the report for all versions of the test case.
Archived Test Cases: Select the Include Archived Test Cases option to include archived test cases while generating the reports.
Archived Test Plan(s): Select the Include/Exclude Archived Plans option to include the archived test plans while generating the reports.
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QTM4J users can create and manage their own filters. They can save multiple report Filter criteria with which they have generated a report. Furthermore, users can also update the criteria or delete the criteria.
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→ Permissions required: Users should have Reports View permission to be able to access the filter in the Test Reports module and in the QMetry Dashboard.
Filters could be Private or Shared.
Private filter: The filter is private when it is not shared with any other user. Only you (the current user) can access the filter. Select the “Private” option for the Viewers and Editors drop-down menus to keep the filter as “Private”.
Shared filter: You can create a filter and share it with other users. This filter is called a shared filter. You can share the filter with particular users, groups, and also with the organization as a whole. The filters remain Private by default.
My Organization: Users, who have access over to the current Jira instance, can view the shared filter. Edit permissions are not available for the organization.
Group: The selected group of Jira users of the current Jira instance can view/edit the shared filter.
User: The selected Jira user(s) can view/edit the filter.
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Filters can be shared with View permissions to the selected groups and your organization (i.e. users of the current Jira instance)
The users with “View” permissions can only view and use the filter to generate reports and gadgets. They cannot update the shared filter in the report.
Filters can be shared with Edit permissions to the selected user(s) and groups.
The users with “Edit” permissions can view and use the filter to generate reports and gadgets. They can also modify the filter as per their needs in reports and grant “View” permission to others. Changes in the shared filter will be saved for all the users including the creator of the filter.
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The Save Filter pop-up opens.
4. Enter the Name and Description for the filter.
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8. To share the filter with other editors, select editors from the drop-down: User, Group.
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User: Select the user(s) with whom you want to share the filter. Start typing the name in the field, the matching name will populate. Select the required user and then click Add.
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The saved Filter Details are displayed at the top with the details of Created By, Created On, Updated By, Updated On, Viewers, and Editors.
The following options are available related to the filter.
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