Exporting Test Suites
Introduction
QMetry allows its users to export test suite details in Excel, Word, and PDF formats.
Use Case: Exporting test suites to Excel provides a tabular view of test suite details, which can also be used for re-importing the test execution results into QMetry (This is meant for offline executions). Exporting test suites to PDF or Word formats is ideal for sharing the test suite in a printable format with users outside of QMetry.
Note:
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 in Excel or CSV
To export test suites in Excel, follow these steps:
Navigate to the Test Suite module.
Select the desired folder from the tree view.
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.
Click on the cog icon ( ) located at the top right corner of the toolbar and select Export.
Select Export as XLSX/CSV and click Next.
Select test suites for export by checking the corresponding checkboxes. Alternatively, users can select all records with a single click on the "Export All Records" button.
Click on ‘Next’.
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 |
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Export Test Suite Run(s) with steps in multiple rows |
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Export Test Suite Run(s) with steps in single row |
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Export Test Suite Run(s) without steps |
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Exporting Test Suite list summary view |
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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.
Go to the Scheduled Tasks section, to download the exported test suites.
Export Test Execution Details in PDF or Word
Test execution details can be exported in PDF or Word. The exported document contains - test execution details, test case and steps details, execution status, linked attachments, bug details, etc. The exported file can be shared as compliance and audit evidence. You can also choose details to be exported.
Use Case for Exporting in PDF: For 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.
Use Case for Exporting in Word: 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 to make necessary changes before sharing ahead.
Permissions and Configurations
Users should have the Integration app enabled in their QTM subscription.
User must have Export permission for the Test Suite module.
Users can manage role-based user access control for the module 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
Export from Test Suite Detail Screen
Steps:
Go to Test Suite Detail Page and click on Test Execution tab.
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.
Click on the Bulk Export Test Execution Details button.
Export from Execution Screen
These are the steps to export test suites from the Test Execution Screen Default View
On Test Suite > Test Execution tab, click on the execute button.
This opens the Test Suite Execution Screen.
On the top right of this screen, locate and click on the export icon (). (Refer image below)
Customize Test Suite Details for Export
After selecting either option, export test execution details pop-up window will appear with the following options:
Open the test suite execution screen and click on the PDF icon at the top to export the execution details of that test suite.
Select the page orientation Portrait or Landscape.
Default export contains test suite details, test execution details, test case details, test case run, and test step run execution status.
You can select from the following options to export additional details:
Test Execution Approval and Closure summary (available only for eSignature enabled projects).
Issues linked to Test Case and Test Steps Execution.
Test case and Test Step Execution details like 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.
Export Relationship with Dependent Test Case
These options allow for customization based on project's needs when exporting test execution details.
Success Message:
After successful export, a success message will appear.
Download the Exported Test Suite
To download the exported test suite file, follow these steps:
Click on the Schedule Task Icon at the top right corner.
Check the Activity status on the schedule task screen.
Click on the Download icon to download the exported PDF (Refer below image).
Refer to Notification Window for Export Progress for more details.
Export Test Execution/Test Cases in Excel or CSV
You can export details of selected test cases and steps from the execution screen in Excel (XLSX) or CSV format. You can also choose specific fields for test cases and steps before exporting, with the "Choose Fields" option displaying all available fields for selection.
Use Case: The QA team can export test cases to Excel from the execution screen, get them reviewed locally on Confluence, and make any necessary changes to the test case directly from the execution screen. After updating, they can sync the test cases and proceed with execution.
Steps to Export Test Execution
Navigate to the test execution screen.
Click on the cog () icon at the top right corner of the application.
Select Export.
The Test Execution Export Configuration screen presents the following options.
Export Test Executions
Test Case Export Configurations
Export in Excel or CSV: The data can be exported in XLSX (Excel) or CSV format. The file name follows the format: "Test Suite Key + Release + Cycle + Platform."
Export Test Executions with Steps: This option allows users to export the details of test executions including their steps either in multiple rows or in a single row. Users can also export test execution excluding the steps.
Choose Field: This option lets you select the specific test case, test case execution, test step and test step execution fields for exporting. All available fields are displayed for selection.
Export Large Text Fields in HTML Text/Format: Enabling this option, will ensure that all large text fields are exported in HTML text format.
Export columns/unique IDs that are required to reimport execution results: Enabling this option, exports test case executions in a re-importable format, including all required columns and unique IDs for QMetry. The feature ensures that offline test case or step executions are re-imported by automatically mapping execution results and unique IDs.
b. Export Test Cases
Test Case Export Configurations
Export in Excel or CSV: The data can be exported in XLSX (Excel) or CSV format. The file name follows the format: "Test Suite Key + Release + Cycle + Platform."
Export Test Case and Selected Fields with Steps: This option allows users to export the details of linked test cases, including their test steps, for the selected execution. It excludes any test execution or test suite details. You can export the details in a single row or multiple row(default).
Choose Field: This option lets you select the specific test case and test step fields for exporting. All available fields of the test case and test steps are displayed for selection.
Export Large Text Fields in HTML Text/Format: The large text fields will be exported as plain text if this option is left unchecked.
Export Test Cases Linked to Test Suite
Users can export test cases linked to a test suite, allowing QA Managers to review selected fields in a PDF or Word format.
Steps:
Navigate to Test Suite > Test Cases tab.
To export all test cases, click the Export All Test Cases button at the top of the test case list.
To export desired test cases, select the test cases to export and click on the Export Selected Test Case button.
Select the format PDF or Word to export the test cases.
Select the page orientation: Portrait or Landscape.
Open the Test Case Fields drop-down, and open the Test Cases/Test Steps tab.
Select the fields you want to export the details of the required fields of the test cases and test steps. By default, all fields are selected.
Click Save.
Select from the Additional Options:
Test Suite Details: Selecting this option will include key test suite information such as status, owner, project, and description in the exported file.
Test Case Approval Details: This option, available only for eSignature-enabled projects, adds test case approval information to the exported file.
Issues Linked to Test Cases: Selecting this option incorporates issue details, including Entity Key, Summary, External Key, Priority, Status, Resolution, and Linkage Information, in the export.
Requirements Linked to Test Cases: This option adds requirement details, such as Requirement ID, Version, External Key, and Summary, to the exported file.
Export Relationship with Dependent Test Cases: Selecting this option includes details of test case dependencies, such as Entity Key, Summary, and Dependency Type, in the export.
Click on the Export button.
Users can view the progress in the Scheduled Task section.
