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Permissions: Visual Reports module will only be visible if the user has View and Modify rights for QMetry Insight.

Introduction

QMetry Insight offers interactive reports that enable users to drill down into data, navigate, filter, sort, and view detailed insights. Specially designed for business users without technical expertise, QMetry's Visual Reports enable them to visualize, design, and create custom reports easily.

Users can drag and drop module-wise data fields to add filters and attributes, easily creating personalized reports.

Permissions: Visual Reports module will only be visible if the user has View and Modify rights for QMetry Insight.

Test Entities View

Test Entities view is divided into five sections, each representing a QMetry module -

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Info

Records shown are only for the latest version of the test asset. For all version data switch to Advance Query Reports.

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Test Entity Fields

There are three types of entity fields:

  • ID Fields: These are numeric fields not displayed on UI. The dynamic filters are mostly applied on ID fields. Like Project ID, Release ID, etc. (Denoted as A)

  • System Fields: These are system fields that are visible on UI. These fields are mostly displayed in the report. Like Project Name, Release Name, etc. (Denoted as B)

  • Custom Fields: Fields with “qmetry_” “qmetry” prefix custom fields. (Denoted as C)

Info

Notes:

  • If you have opted for the Advanced Reports App: Custom Fields (of Requirements and Issue modules) which are mapped with Jira, Rally and Azure will be displayed in QMetry Insight tables if the Sync fields to Reports feature is turned “On” on the Integrations tab in the Integration module.

  • If you have not opted for the Advanced Reports App: Custom Fields (of Requirements and Issue modules) which are mapped with Jira, Rally and Azure will not be displayed in QMetry Insight tables. Only QMetry Fields data and external tracker System Fields data which are synced will be available for generating reports.

Search A search field is provided available to easily locate the required field fields for the each module. Each field appears is displayed with the its corresponding field type icon prefixed to it.

  • Internal

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  • custom fields are identified by the prefix "qmetry."

  • External custom fields are identified by the prefix "ext."

For example, an external custom field “Release Reference” is mapped with the Requirement module in Project > Integrations tab. This mapped field is then synced in the QMetry Insight tables using the Sync fields to Reports feature. The field will be displayed as “Requirement ext_release_reference”.

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Records shown are only for the latest version of the test asset. For all version data switch to Advance Query Reports.

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Think Space (Create Data Table)

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The dynamic filters are mostly applied on ID fields. Like Project ID, Release ID, Cycle ID, etc. You can Select/Unselect all options on the list at a time. Select fields using drag/drop.

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QMetry also enables users to filter their search based on folder structure. The system-pre-defined folder browse option allows users to filter custom reports based on folder structure, supporting both parent and subfolder selection. This feature is available for Requirements, Test Cases, and Test Suites, and functions only when a single project is selected.

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Report Layout Design

  • Fields added in this section will be visible mostly displayed in the report. Like Execution Status, Test Case Entity Key Project Name, Release Name etc

  • Select fields using drag/drop or double clicking.

  • The layout section for each chart type is different.

  • Multiple operations can be applied on the filed chosen in this section. Below is the link to list of operations supported.

  • Operations on Column Headers

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Expand
titleExpand to view the steps

1. Open the Test Case Latest Execution Status column that you added in the Column Header.

2. Hover over Math and select “Other”.

image-20240610-110158.pngImage Removedimage-20240610-110158.pngImage Added

3. Enter the following function on the Logic tab of the pop-up that opens.

Code Block
COALESCE (<fieldname>,'<statusvalue>')

Where, fieldname=testcases.latestExecutionStatus and status = the value that you want to print instead of "null"

For example,
COALESCE (testcases.latestExecutionStatus,'UnCovered')

4. Click Apply.

image-20240610-110301.png

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  • While creating for the first time, all reports are generated in Table format, once the data is verified the report can converted to different charts.

  • On the Result panel, select the report type you want to preview the report.

  • Here is an explanation on - Types of Visual Charts supported along with examples.

Saving Gadgets

You can write query and run it to generate the report. Different types of charts can be generated and then added as a report to dashboard using Add to Gadget button.

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Once you save the gadget, it will be available in QMetry Custom Gadget > My Gadget tab.

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Modify Chart Colors

The Chart Settings icon is provided with each type of chart that allows you to customize the appearance of the graph. You can customize the chart colors of your choice based on the legends used in the chart along with a feature to enable/disable the legends as required.

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C. You can customize the color of legends as per your requirement.

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Colors of Execution Status legends appear as they set under Customization > Execution Status. You

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cannot change these colors from chart settings as the option remains disabled for execution status.

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Update Gadget

Go to QMetry Custom Gadget > My Gadget tab.

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6. Click “Update Gadget” to save changes.

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Exporting Gadget Data

You can download the chart image in PNG, JPEG, SVG Vector and PDF formats.

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You can also export all the dashboard gadgets through the API call. Refer to the link - API for Reports for more details.

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