Back to QMetry All Products Help Page

Exporting Test Suites

Owned by Mrunalini Potnis
Last updated: Jul 01, 2023
8 min read

Introduction

QMetry allows its users to export test suite details out of QMetry in Excel, Word and PDF format and save the file on to the computer hard drive.

Use Case: Exporting test suites to Excel gives tabular view of test suite details and the excel is used for re-import the test suite into QMetry. Exporting test cases to PDF/Word is useful for sharing assets in a printable format with users outside QMetry.

→ Required Permission: Users should have the “Export” permission of the Test Suite module to export test suites. Role based user access control for the module is managed under Customization > Roles. If the role assigned to the user does not have rights to export test suites, the Export option will appear in the disabled mode for that user.

Export Test Suites to Excel

1. Go to the Test Suite module.

2. Select the folder on the tree.

3. The content on grid pane at the right depends on the folder that you select on the tree.

You can apply Filter criteria to test suite records to export only preferred test suites.

4. Click on the cog icon at the top right corner on the toolbar and select Export.

The next screen opens.

Select Export as XLSX/CSV and click Next.

Step 2 Select records: Select test suites you want to export. Once you are done with selecting test suites.

Export All Records: Click on the Export All Records link to select all the records across pages to export.

Click Next.

 

Step 3 Test Suite Export Options

Select options to export the test suites.

In all options except 'Exporting Test Suite list summary view', only Test Suites having 'Project', 'Phase' and 'Platform' will be exported, others will be skipped.

Export Option

What is exported

Re-import Information

Export Option

What is exported

Re-import Information

Export Test Suite Run(s) with steps in multiple rows

  • It will export test suite runs with test case steps arranged in multiple rows

  • Can be used for re-import of test suite to update execution status.

Export Test Suite Run(s) with steps in single row

  • It will export test suite runs with test case steps in one cell

  • Can be used for re-import of test suite to update execution status.

Export Test Suite Run(s) without steps

  • It will export test suites without test case steps.

  • Cannot be used for re-import of test suite.

Exporting Test Suite list summary view

  • It will export all selected test suite fields including custom fields.

  • Test Suites being exported do not need to have any release/cycle associated with them.

  • No test case related details are exported.

  • Cannot be used for re-import of test suite.

Field Export Options

Custom fields will also be exported if these fields are enabled in case of the Visible Fields option. Else, custom fields will always be exported in case of the All Fields option.

  • Visible Fields

Select the option to export only visible fields on the List view screen. The export will exclude the columns which are hidden. Any visible custom fields on the test suite grid list view are exported.

  • All Fields

Select the option to export all the fields of a test suite including custom fields regardless of the columns being visible or hidden on the test suite list grid view.

 

Click Export.

A confirmation window pops up. Click Yes to proceed.

A message pops up to view the notification for the export progress. You can view the progress in the notification window on the application header. This allows scheduled exports to run in the background and allows users to continue with their other work.

 

Go to the Scheduled Tasks section, to download the exported test suites.

Export Test Suites to PDF

You can export complete test execution details into PDF. The PDF document contains the test suite details with all the test execution details, test case and steps details, execution status, linked attachments, bug details, etc. This PDF can be shared as compliance and audit evidence. You can also choose details to be exported into PDF.

Use Case: From compliance and regulatory audience, it is necessary for organizations to prepare and provide validation documentation where users upload all the test executions along with their attachments. This requires all details exported to a PDF document and uploaded to the compliance documentation portal.

→ Required Permissions: 

  • Users should have the Integration app enabled in their QTM subscription.

  • User should have the Export permission for the Test Suite module. Role based user access control for the module is managed under Customization > Roles.

You can export a single test execution as well as multiple test executions in bulk.

(A) Export from Test Suite Detail screen > Test Execution tab

(B) Export from Execution Screen

(A) Export from Test Suite Detail screen > Test Execution tab

1. Go to Test Suite > Test Execution tab.

2. You can choose to export a single test execution or multiple test executions.

→ To export a single test execution, select the PDF icon of that individual row. The PDF color changes to green as soon as you select it.

→ To select multiple test executions, select multiple PDF icons. Maximum 5 test executions can be selected at a time.

The Bulk Export Test Execution Details button is visible once you select a test suite PDF icon.

3. Click on the Bulk Export Test Execution Details button.

(B) Export from Execution Screen

1. Open the test suite execution screen.

This is the export icon.

2. Click on the Export icon at the top to export the execution details of that test suite.

After following either of the ways (A) or (B), the pop-up opens with options on it.

Select the page orientation Portrait or Landscape.

The default export contains test suite details, test execution details, test case details, test case run & test step run execution status. You can select from the following options to export additional details:

  • Test Execution Approval and Closure summary. (This option is available only for eSingature enabled projects.)

  • Issues linked to test case & test steps execution.

  • Test case & test step execution details - Comments, Actual Outcome, Error Message & Trace, Actual Setup & Attended Time, Execution Type.

  • Attachments linked to test case and step execution. If this option is selected, the PDF and attachments will be exported in a zip file.

  • Requirements linked to the test case.

The success message appears.

3. Then go to Schedule Task.

You can see the Activity status.

4. Click on the Download icon to download the exported PDF.

 

Refer to Notification Window for Export Progress for more details.

Export Test Suites to Word

You can export complete test execution details into Word. The Word document contains the test suite details with all the test execution details, test case and steps details, execution status, linked attachments, bug details, etc. This Word can be shared as compliance and audit evidence. You can also choose details to be exported into Word file.

Use Case: QA teams share the test case details with support or other teams, who do not have access to QMetry, to get their feedback. Members of the support or other teams provide their comments in the Word or edit to make necessary changes before sharing ahead.

→ Required Permissions: 

  • Users should have the Integration app enabled in their QTM subscription.

  • User should have the Export permission for the Test Suite module. Role based user access control for the module is managed under Customization > Roles.

You can export a single test execution as well as multiple test executions in bulk.

(A) Export from Test Suite Detail screen > Test Execution tab

(B) Export from Execution Screen

(A) Export from Test Suite Detail screen > Test Execution tab

1. Go to Test Suite > Test Execution tab.

2. You can choose to export a single test execution or multiple test executions.

This is the export icon.

→ To export a single test execution, select the Export icon of that individual row. The icon color changes to green as soon as you select it.

→ To select multiple test executions, select multiple Export icons. Maximum 5 test executions can be selected at a time.

The Bulk Export Test Execution Details button is visible once you select a test suite Export icon.

3. Click on the Bulk Export Test Execution Details button.

(B) Export from Execution Screen

1. Open the test suite execution screen.

This is the export icon.

2. Click on the Export icon at the top to export the execution details of that test suite

After following either of the ways (A) or (B), the pop-up opens with options on it.

Select the page orientation Portrait or Landscape.

The default export contains test suite details, test execution details, test case details, test case run & test step run execution status. You can select from the following options to export additional details:

  • Test Execution Approval and Closure summary. (This option is available only for eSingature enabled projects.)

  • Issues linked to test case & test steps execution.

  • Test case & test step execution details - Comments, Actual Outcome, Error Message & Trace, Actual Setup & Attended Time, Execution Type.

  • Attachments linked to test case and step execution. If this option is selected, the Word file and attachments will be exported in a zip file.

  • Requirements linked to the test case.

The success message appears.

 

3. Then go to Schedule Task.

You can see the Activity status.

4. Click on the Download icon to download the exported Word file.

 

Back to QMetry All Products Help Page