Visual Reports

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.

Test Entities View

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

• Issues

• Requirements

• Test Cases

• Executions

• Test Suites

Users can select a view to display the corresponding entity fields. For example, choosing "Test Cases" will show all the fields for the Test Cases module.

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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” prefix custom fields. (Denoted as C)

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

• Internal 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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Think Space (Create Data Table)

On the right side, it is Think Space wherein users can add fields to design the report. You can drag & drop fields/select fields from Test Entities view. Drag any fields to chart area to design the chart. An error message will pop up if the user tries to drop fields that are not supported in filter/chart. You can also select a field by double clicking on the field on the Test Entities View.

There are three sections on Think Space:

• Dynamic Filters (Denoted as A)

• Report Layout Design (Denoted as B)

• Result Panel - Generate Report Chart (Denoted as C)

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Dynamic Filters

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

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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• The latest test execution status of uncovered test cases is displayed as "null" by default. If you want to display a status other than "null" for such uncovered test cases, follow the steps mentioned below.

Expand 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”.

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

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.

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Result Panel - Generate Report Chart

• 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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The Add Gadget pop-up opens. Enter Gadget Name and Gadget Description.

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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.

How it works -

A. Click on the cog icon on the graph. It opens the Chart Settings panel.

B. You can show/hide the legends on the graph by enabling/disabling the Visible settings.

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

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Update Gadget

Go to QMetry Custom Gadget > My Gadget tab.

1. Click on the Edit icon for the gadget that you want to edit.

2. Once you are done with the changes, click Update Gadget button.

3. You can save the gadget with updated Gadget Name and Gadget Description.

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Refer options as follows.

1. After clicking edit above, you can edit the gadget name.

2. Option to change filters.

3. Add Column, Group by, Labels, Filters, Operations and Values.

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4. Choose to change the report chart.

5. Re-generate report to view the changes.

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.

• Export All Data: It will schedule the Export Report task. You can see the scheduled job in the Scheduled Task section and download the report in CSV. This will be a detailed report.

• Export column Data in XLS: It will immediately download the details of Chart Data Table (tabular details) in XLS.

Export from Create Gadget/Update Gadget

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Export from Dashboard

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Export in CSV from Custom Dashboard

Export in CSV from Add Gadget Screen on QMetry Custom Dashboard

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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.