Dashboard Customization

 

The Dashboard is the first thing you and your users see whenever you log into the system. It provides overall information about the current state of your Requirements, Issues, Tests, Test Sets, and Test Instances. You can choose what information is displayed as part of your dashboard, and even organize it under different dashboard-tabs.

Clicking the dashboard graphs allows you to “zoom-in” and see the relevant data. For example, if you have a pie chart of issues by status, clicking on the “Open” portion will take you to the list of issues in status “Open”.

Page Table of Contents:

Adding New Tabs

You can organize your information in tabs; for example, display the information for issues under one tab, and the information for requirements under a different one.

You can create unlimited number of public and private (that will only be visible to you) tabs. Each tab can hold up to eight different dashboard items.

To add tabs, click on the “New Tab” button next to your existing tabs, or access the 'Dashboard' section from settings, and add the tab from there.

Adding new dashboard items

There is a variety of different options you can use to display information in dashboards. See the full list of options, including examples, here

You can use your custom filters to filter the information you display in your dashboard items. For more information about filters, click here.

To add a new dashboard item for a tab, access the relevant dashboard tab, then click the '+ New Dashboard Item' button on the top right-hand side of the screen

Reordering

You can reorder the dashboard themselves, or the dashboard items within each dashboard. Here’s how to do it:

Cloning

Often, our users want to re-use their dashboard tabs within PractiTest projects. For example, you start testing a new product version and you don’t want to create a new dashboard tab from the scratch, you just want to re-use the old one with making small changes in it. In such cases you can simply clone your dashboard tab using the cloning functionality. Here’s how to do it: