Exporting Test Cases

Overview

You can export test cases to Excel, Word, and PDF. Exporting test cases to Excel gives a tabular view of test case details. Exporting test cases to PDF or Word is useful for sharing assets in a printable format with users outside QMetry.

Note

You should have “Export” permission for the Test Case module to export test cases.
Role-based user access control for the module is managed from Roles under Customization.
If the role assigned to the user does not have the right to export test cases, the Export option will appear in the disabled mode for that user.

Exporting Test Cases to Excel

To export test cases, perform the following steps:

Go to the Test Case module and select the specific folder.
Apply Filters to display preferred test cases.
Click the cog icon and select Export.

The next screen opens to select the format to export the test assets.

5. Select from XLSX / CSV and click Next.

6. Select records: Select test cases you want to export by selecting individual test cases. Once you are done with selecting test cases, click Next.

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

7. Test Case Export Options

Select options to export the test case:

Test Case Export Options

Export Test Cases with steps in multiple rows: It will export test cases with steps arranged in multiple rows of an Excel sheet.
Export Test Cases with steps in a single row: It will export test cases with steps included in a single cell.
Export Test Cases without Steps: It will export test cases without steps.

Field Export Options

Visible Fields: Select the option to export only visible fields on the List view screen. The export will exclude the columns that are hidden.

Note

The test case description and step description fields are included in the export irrespective of any field export options.

All Fields: Select the option to export all the fields irrespective of whether the columns are visible or hidden.

Click Export.

Click Yes to confirm.

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.

To download the XLSX or CSV file, go to the Scheduled Tasks section.

Refer to the Notification Window for Export Progress for more details.

Export Test Cases to PDF

You can export a single test case as well as multiple test cases to PDF.

Export a Single Test Case to PDF

Open the test case details page. To export the test case detail to PDF, click PDF. By default, the page orientation is Portrait. You can select the page orientation, Portrait or Landscape, and also set it as the default page orientation for every PDF or Word export.

→ Required Permissions: Users with the "View" permission for the Report module and “Export” permission for the Test Case module can export a single test case to PDF. The PDF icon is visible to users with the required permissions. Role-based user access control for the module is managed from Roles under Customization.

The PDF containing the test asset details is downloaded.

eSignature feature: If the eSignature feature is enabled for the project, then the report also includes Approval Workflow details for the test case.

Export Test Cases in Bulk to PDF

You can export bulk test cases to PDF. This enables printing or storing the test case details in hard copies.

You can sort test cases in the required order before bulk exporting them to a PDF.

To export test cases in bulk, perform the following steps:

1. Go to the Test Cases module.

2. Click on the cog icon and select Export.

3. Select the PDF option and page orientation, Portrait or Landscape.

4. Click Next.

5. Select test cases to export. Sort the records as per your requirement to display them on the PDF.

Select All: Select the option to select all the test cases across pages. You can select a maximum of 50 test cases at a time.

6. Click Export.

Click Yes to confirm.

7. To export the PDF, go to Scheduled Tasks.

You can download the PDF from the Scheduled Tasks section.

Export Test Cases to Word

You can export a single test case as well as bulk test cases to Word.

Export a Single Test Case to Word

Open the test case detail page.

To export the test case details to Word, click the Word icon. By default, the page orientation is Portrait. You can select the page orientation, Portrait or Landscape, and also set it as the default page orientation for every PDF or Word export.

Note

Users with the "View" permission for the Report module and “Export” permission for the Test Case module can export a single test case to Word.
The Word icon is visible to users with the required permissions.
Role-based user access control for the module is managed from Roles under Customization.

The Word file containing the test asset details is downloaded.

→ eSignature feature: If the eSignature feature is enabled for the project, then the report also includes Approval Workflow details for the test case.

Export Test Cases in Bulk to Word

You can export bulk test cases to Word.

Suppose the 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 Word or edit to make necessary changes before sharing.

You can sort test cases in the required order before bulk exporting them to Word.

To export test cases in bulk to Word, perform the following steps:

1. Go to the Test Cases module.

2. Click on the cog icon on the toolbar and select Export.

3. Select the Word option and page orientation, Portrait or Landscape.

4. Click Next.

5. Select test cases you want to export the details of. Make sure you sort the records as per your requirement to display them in the Word file.

Select All: Select the option to select all the test cases across pages. Maximum 50 test cases can be selected at a time.

6. Click Export.

Click Yes to confirm.

Download the Word file from the Scheduled Tasks section.