Once in the Report Center you can see all the reports already available in your project.
For each report you can see all its relevant information. For example:
– Entity (Requirement / Test / Test Set / Instance / Issue) and report type
– Filter used to create the report
– Report owner (author)
– Created - report creation date
– Actions: the lightning icon - to re-run the report on latest data, the cloning icon - to duplicate the report, the edit icon - to edit the report, the trash icon - to delete the report
When you create a new report it is generated and stored for future reference. This means that you can create reports not only to display the current status of your project, but also to serve as snapshots to be accessed for future reference and auditing purposes.
The New Reports module allows you to schedule reports hence you will be notified about a new generated report by email and you will be also able to select users who should be notified.
You can also choose whether you want to edit or delete your existing reports, or use one of your reports as a template to create new one based on the update information.
You can generate reports for each of your entities: Issues, Tests, Test Sets, Instances and Requirements; and based on 3 different templates, providing distinct perspectives into your project.
1. Tabular Report – displaying a table with all the information based on the columns selected in your view.
2. Tabular Aggregated Report – providing all the information for tests across multiple test sets based on any list fields in your test instances (for instance entity only).
3. Detailed Report – providing all the information for the entities based on the view (and the filter) chosen.
Creating & Editing Reports
For each of your reports you should provide a descriptive name that will help you understand the information stored in it. Try not using generic names such as “Issues Report” since other people, or even you in the future, will not be able to differentiate between your existing reports.
Additionally you need to choose the Entity for the report; choosing between Issues, Tests, Test Sets, Instances or Requirements.
After you have chosen the entity you can select the filter (or folder) to use as the base to filter your data.
And finally you need to choose the type of report you want to generate.
Note that you can also add any of your Dashboard items (graphs/ charts) to your report.
Tabular Aggregated Report
The Tabular Aggregated report can be created for 2 purposes:
1. Compare your aggregated results of the same instances over different runs. For example, compare specific instances after you run it in different operating systems or devices. This will allow you to see how many times the same instances Passed or Failed under any operating system or device.
2. Analyze instances aggregated results bases on different parameters. For example, aggregated instances results base on versions vs. operating system. This will allow you to check the stability of a specific version while running on each operating system. The instances that are aggregated can be of the same Test or different Tests (depending on how you build your Test Set).
There are 2 preconditions to get this Report:
1. You need to have the custom fields that you like to analyze in the report within your instances custom field in (this is easy to do if you use the Batch Edit button). Please see image below.
2. Your custom fields format must be of type List, Multi-list or Linked List
When you create a Tabular Aggregated Report you have two options:
1. You can create a report choosing X Field only. Thus the tabular aggregated report will automatically aggregate the test instances on the y-axis based on their parent tests from the Test Library.
2. You can choose both X Field and Y Field, hence the report will aggregate the test instances based on these two fields.