Visual Reports

 

Introduction

QMetry Insight gives you interactive reports that can be altered to get detailed insights by drilling down to the data. These reports also provide the facility to navigate, filter, sort, and view the data.

Visual Reports of QMetry Insight is designed for business users who want to generate and view reports without any technical expertise. These users can visualize, design and create custom reports.

Visual Reports allow you to create custom reports using module wise data fields. You can drag and drop data fields to add filters and attributes of the report.

Permissions : Visual Reports module will only be visible if the user has the View and Modify rights for QMetry Insight.

Understanding the Screen Layout

The module is divided into two parts:

  • Test Entities View (Denoted as A)

  • Test Entity Fields (Denoted as B)

  • Think Space - Create Data Table (Denoted as c)

Test Entities View

This view is divided into the following five sections that represent respective QMetry modules. Select a view to display the entity fields below on the tree. For example, if you select Test Cases, then all the fields for Test Cases module will be displayed.

Note: Records shown are only for the latest version of the test asset. For all version data switch to Advance Query Reports.

  • Issues

  • Requirements

  • Test Cases

  • Executions

  • Test Suites

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)

Note: Custom Fields (of Requirements and Issue modules) which are mapped with Jira will not be displayed in QMetry Insight tables. Only QMetry Fields data and Jira System Fields data which are synced will be available for generating reports.

Search field is provided to easily locate the required field for the module. Each filed appears with the field type icon prefixed to it. Custom Fields can be identified with the “qmetry” prefix attach to the fields.

Note: Records shown are only for the latest version of the test asset. For all version data switch to Advance Query Reports.

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)

Dynamic Filters

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

Report Layout Design

Result Panel - Generate Report Chart

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.

 

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

 

Once you save the gadget, it will be available in QMetry Custom Gadget > My Gadget tab.

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 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.

Note: Colors of Execution Status legends appear as they set under Customization > Execution Status. You can not change these colors from chart settings as the option remains disabled for execution status.

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.

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.

  4. Choose to change the report chart.

  5. Re-generate report to view the changes.

  6. Click “Update Gadget” to save changes.

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

 

Export from Dashboard

Export in CSV from Custom Dashboard

Export in CSV from Add Gadget Screen on QMetry Custom Dashboard

You can also export all the dashboard gadgets through the API call. Refer to the link - https://qmetrysupport.atlassian.net/wiki/spaces/QTMS862/pages/1522055841/API+for+Reports for more details.