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QMetry System Reports
QMetry System Reports module will only be visible if the user has the View rights for Report. Similarly, users can make any changes within the module only if they have the Modify rights for Report.
Introduction
QMetry System Reports are default built-in reports designed according to globally recognized QA best practices. The System Reports offer valuable insights to help teams monitor and evaluate testing performance, efficiency, and outcomes. System reports contain 14 individual sections -
The following sections provide a detailed overview of the common features shared across all categories.
Global Filters
The System Dashboard supports Global Filters, allowing users to view and apply common (i.e. shared) filters across all gadgets directly from the top of the dashboard. Instead of configuring filters for each gadget individually, users can set shared filters that apply to all gadgets.
However, users still have the flexibility to configure unique filters for individual gadgets. If the global filters differ from those set on the gadget, an indication will be displayed, making it easier for users to identify discrepancies in the applied filters.
Notes:
Only filters that are common across all gadgets added to a dashboard will appear in the Global Filter section.
If a user accesses the dashboard via an embedded URL without co-owner permissions, the user will only be able to view the common dashboard filters with the applied settings and will not have the ability to modify the filters.
Here’s how Global Filters Function:
When a user applies a global filter, it shall override the current filters on all gadgets.
User can edit the global filters as well as unique filters at the gadget level.
Users can save global or unique filters based on their preferences.
Users can select only one project at a time if a folder-level filter is available in the global filters section.
Messages for Filter Configuration
If a user modifies the Common filter field values at the gadget level and they differ from the Global filter field values, a badge will appear at the gadget level displaying the message: "This gadget uses different filters that don't align with global filters."
If no common filters are shared across the gadgets on the dashboard, the message "There is no common filter available across all gadgets" appears on the screen in place of the global filters.
Icons on the QMetry System Reports
Each Gadget has the following options on it:
Icons | Description |
---|---|
| Indicates when the gadget is using filters that differ from the global filters. |
Offers a brief overview of the gadget. | |
| Allows users to download or export the gadgets. |
Enables users to apply filters to the reports. The filters applied on the reports can be viewed on hover over the filter icon in the gadget. The filter count is also displayed. |
Export System Reports & Gadgets
Export System Reports as PDF
To export the entire report containing all charts to PDF, click on the PDF icon located in the report header.
The exported report will reflect the details based on the filters applied during report generation. Filters applied to the charts will also be displayed above individual charts in the exported PDF.
When exporting the full report to PDF using the "Export as PDF" option at the top, the report will include data (either graphical or tabular) according to the preferences set for the report.
Export Gadgets
Click on the Cog icon and you have multiple options to download and export the individual gadget details. | |
Download PNG image | This option is valid for graphical reports like bar chart, pie chart, column chart, etc. The report will be exported in PNG format. |
Download JPEG image | This option is valid for graphical reports like bar chart, pie chart, column chart, etc. The report will be exported in JPEG format. |
Download SVG image | This option is valid for graphical reports like bar chart, pie chart, column chart, etc. The report will be exported in SVG format. |
Download PDF document | This option is valid for graphical reports like bar chart, pie chart, column chart, etc. The report will be exported in PDF format. |
Export Chart Data in XLS
| The report data will be exported in tabular form. |
Export Raw Data | The report displays data using which the graph has been generated. |
Show Chart Data | The option displays report data in tabular form in the same gadget panel. The view (Graph/Tabular) you select for the report is preserved for it until you change the view.
The data is displayed in the tabular format like below.
|
Export of Drilled Down Chart | You can view the tabular format of the graphical representation. You can drill down the chart by clicking on the required portion/bar of the chart. It displays the details in table - rows and columns. To download the report in CSV, click on the download icon at top right. Then check the Scheduled Task section from where you can see the progress and download the report.
|
Schedule System Reports
The system report can be scheduled one time/recurring as email notifications. To schedule outbound emails at a particular frequency, click on the Schedule button for the report that you want to share. The report details will be sent in PDF to recipients as per the defined schedule. The PDF containing graphical as well as tabular reports will be emailed using Scheduled Report.
The scheduler icon is provided on the report header. Clicking on this icon opens a screen with the two tabs:
Schedules: The tab shows a list of scheduled reports.
Schedule Report: Template to schedule reports.
The following system reports cannot be scheduled:
Top Issues Report
Traceability Report
Test Result Log Report
Platform Report
Release Cycle Report
Scheduling System Reports
The report details will be sent in PDF to recipients as per the defined schedule. The email recipients could be outside the QMetry instance.
Open the Schedule Report tab. It opens a template to fill in the details and schedule the emails to be sent as notifications along with the report in PDF.
Once you are done entering the details, click Submit to schedule the report. The report will be sent as per the set date, time, and frequency.
To send the email instantly, click Run Now.
Scheduled Reports
Once you schedule the reports, they will be displayed on the Schedules tab. You can edit and delete the schedules.
Refresh Reports
QMetry System Reports are not auto-refreshed when opened for a longer duration. To refresh the reports manually, click on the Refresh icon. It will sync the data to render the reports with latest data.
Manage Jira Fields Visibility in System Gadgets
If a Jira field is marked as hidden, any report gadgets containing that field will not be displayed to ensure data confidentiality and the user will receive a message notifying them about the field’s visibility settings.
The system reports affected by a Jira field’s visibility status include:
My Dashboard: Issues Count, Uncovered Requirements
Requirements Report: Requirement Coverage, Requirements with or without Issues, Planned Requirements, Requirement Summary
Issue Analysis Report: Issue Summary, Issue Count by Status & Priority, Issue Velocity Compared to Requirements, Resolved Issue Verification, Issue Velocity compared to Test Cases executed report
Top Issues Report: Top Issues Report
Execution Summary Report: Issue Summary
Manage Jira Fields Visibility in Tabular System Reports
In tabular system reports, if a hidden external field is used in the gadget filter, the report and data will not be displayed, and the user will receive the same notification as above.
If the hidden field is not part of the filter but appears as a column in the gadget, the user will still be able to view the report data. However, the hidden column will display as "not mapped for syncing." Please note that this only applies to tabular gadgets.
For example, if the admin hides the 'label' field in the Projects > Integration screen.
The 'label' field is not available as a filter option for the Top Issues Report.
The column value will display as "not mapped for syncing." This happens because the 'label' field is not included as a filter for this report.
Related pages
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