Reports are generated in accordance with their configuration. Reports can be generated for a single project as well as for multiple projects.
Note: Users should have the “Report View” permission for the project to generate reports. Only those projects, for which the user has “Report View” permission, will be listed out on the Project drop-down.
Select a project to generate the report. You can also select multiple projects to generate the cross-project report by applying filters on the system as well custom fields.
Note: The Test Case Summary by Custom Field report can be generated only for a single project.
You can define criteria and construct filters based upon these criteria. You can apply filters to get the desired data. Folder and Sprint filters are also available to generate the report accordingly. 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 excel.
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.
The filter you apply once will be preserved for use.
Steps
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 added on the screen to define the criteria to filter report data.
Click on the Add Criteria button. A row is added to define Operation, Operator and corresponding value to construct a criterion to filter the data. You can delete a criterion by clicking on the Delete icon.
Repeat the same steps for another module, if you have selected to apply the Filter.
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
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.
Test Case Executions (for Execution module): The following filter criteria are applicable 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 Cases: Select the Include Archived Test Cases option to include archived test cases while generating the reports.
Click on the Generate button.
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.
Use Case: Report owners can share the filter criteria with other users by granting view and edit permissions.
Users with view access to other users' report filters can reuse them in their dashboards.
Users with edit permissions on other users' report filters can modify the filter criteria or grant view permissions to others.
This helps to improve collaboration and reusability.
→ Permissions required: Users should have Reports View permission to able to access the filter in Test Reports module and in 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 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 the current Jira instance, can view the shared filter. Edit permissions are not available for 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.
The shared filters can be accessible across projects.
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 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.
Steps to share a report filter
1. Go to the Test Report module.
2. Select Project and apply Filter criteria.
3. To save the applied filter, click Save As.
The Save Filter pop-up opens.
4. Enter Name and Description for the filter.
5. Configure Viewers for the Filter. If you do not want to share the filter with other viewers, just keep it “Private”.
6. To share the filter with other viewers, select Viewers from the drop-down: My Organization, Group.
→ For Group, start typing the name of the group in the field and the name will be populated. Select the required one. Then click Add.
The selected group name is added on the screen.
7. Configure editors for the Filter. If you do not want to share the filter with other editors, just keep it “Private”.
8. To share the filter with other editors, select editors from the drop-down: User, Group.
User: Select 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.
Group: For Group, start typing the name of the group in the field and the name will populate. Select the required group and then click Add.
9. Click Save.
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.
Update: The creator of the filter can use this option to edit the filter criteria. For other users with whom the filter is shared, the option will appear as enabled/disabled as per the access rights granted to them for the filter.
Delete: Only the creator of the filter can delete the saved filter. The deleted filter will be available on the Gadget Filter drop-down for all the user(s).
Clear Filter: The option is used to clear the applied filter and reset the screen to its default mode i.e. without any filter applied to it.
For more information about how to use filters, see Saving your search as a filter.
Using the Shared Filters
→ In Test Reports, the Filters are shared with “View” and “Edit” rights.
Users with the “View” permissions can only view and use the filter to generate reports and gadgets. Filters with “View” permission are displayed with a lock icon on the Gadget Filter, which means the users, with whom the filter is shared, are not authorized to edit it.
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. Any updates/changes in the shared filter will be saved for all the users including the creator of the filter.
→ On Dashboard Gadgets (QMetry Charts)
The users with whom the filter is shared (either with View/Edit rights) can access the filter from a gadget in the Dashboards menu. They can view or use the saved filters but can not edit any criteria of the saved filters.
The filters shared by other users are displayed with the Share icon in the syntax: <Report Name> | <Filter Name>. It helps users identify the report to which the shared filter belongs.
