How to use Traceability Report?

The report shows the hierarchy of issues (i.e. Story → Test Case → Test Run → Defect) within a single or multiple projects. It provides users -

Flexibility to select the level to drill down the details
Organized and detailed information

You can opt to drill down the report to the following hierarchy levels:

Story - Test Case - Test Run - Defects
Test Case - Story - Test Run - Defects
Defects - Test Run - Test Case - Story

The report can be viewed with two different views:

Matrix View
Tree View

The report will be generated in accordance with the configuration.

Click on the Configure button at the top right corner.

The screen opens showing steps to configure the report.

Select Report Hierarchy
Issue Selection Option
Select Issues or Criteria

Step 1. Select Report Hierarchy

You can select Story/Test Case/Defect to generate the report with relevant details. Select one of the following.

Report hierarchy by Story: It displays report details in the hierarchy of Story - Test Case - Test Run - Defects.
Report hierarchy Test Case: It displays report details in the hierarchy of Test Case - Story - Test Run - Defects.
Report hierarchy by Defect: It displays report details in the hierarchy of Defects - Test Case - Test Run - Story.

By default, all the executions of Test Cases are shown in Traceability Hierarchy.

If you opt for only latest execution of Test Case, it will also include test case A-La-Carte execution i.e. test cases directly linked to test run instead of linking through story. Provided the same test case also exists in story.

Click Next.

Step 2. Issue Selection Option

Select either of the following options:

(A) By Filter Criteria like Project, Issue Type, Issue Status or JQL: Apply different filter or write JQL query to construct issue selection criteria.

Note: This option will update report dynamically if new issues are added matching the selection criteria.

To search issues with specific criteria, you can apply either Basic Search or Advanced Search.

Basic Search:

Project
Issue Type (except Hierarchy by Test Case)
Status: Select the Issue Status – To Do, In Progress, Done.
Search By: You can search issues either with Issue Key or with Summary. Just select the parameter and enter value in the adjacent search box.

Advanced Search:

You can use JQL to write the search query and get preferred issues as per the criteria.

(B) Individual Issues

Check box will be available to select individual issues as per your preference.

Step 3. Select Issues or Criteria

Once you select either of the options above, the next screen displays list of issues accordingly.

Either apply Filter criteria to filter the required issues or select individual issues you want to include in generating the report.

Click on the Generate Report button at top.