Reports Engine Module

Reports are an important part of your testing process. PractiTest’s Reports Engine module helps you create reports with the use of professionally-predefined templates and takes advantage of the filters and field’s customization you already use as part of your regular process.

In the New Reports Engine Module there are new and advanced options to help you create better and more advanced reports:

- The Scheduled Report option allows you to schedule your report daily, weekly or monthly.
- Modify report columns and graphs and decide which columns will suit your report best.
- Re-run a report instantly with one click.
- Re-run & update a report at time created (with old data).
- Decide which users will get notified by email when the report is ready.
- The new reports are currently available in Excel format, while PDF and HTML formats will be added as an option in the near future.

Page Table of Contents

Accessing the Report Center
Report Types
Creating & Editing Reports
Tabular Aggregated Report

Accessing the Report Center

To access your existing reports or create new ones, go to the “Reports” module.

Reports (new frame)

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
– Name
– Report format (Excel, PDF or HTML)– Report owner (author)
– The filter used to create the report
– Created - report creation date
– Actions:

Under this section, you have a number of options:
The lightning icon - to re-run the report on the latest data
The cloning icon - to duplicate the report
The edit icon - to edit the report
The trash can icon - to delete the report.

New 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.
You can decide to rerun the stored reports on the current data or rerun them based on old data (at the time they were created), after making modifications to the report definition, for comparison.
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.

Report Types

You can generate reports for each of your entities: Issues, Tests, Test Sets, Instances and Requirements; and based on 4 different templates, providing distinct perspectives into your project.
1. Tabular Report – displaying a data tab with all the information based on the selected filter with a summaries tab including a chart illustrating the data.
2. Detailed Report – providing all the information for the entities based on the chosen filter.
3. Tabular With Steps – (Available only for the Tests in the Test Library) Tabular report for tests that includes steps names, descriptions and expected results in the data tab.
4. Tabular Aggregated Report – (Available only for Instances) providing all the information for tests across multiple test sets based on any list fields in your test instances.

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 chose the entity you can select the filter to use as a base to filter your data.
In case you are creating a report for Instance entity, you will be able to select an additional filtering option allowing you to filter by Run Status.

Then, you need to choose the type of report you want to generate (Tabular, Tabular with steps, Detailed or Tabular Aggregated).

support_report_definition

By using the ‘Modify’ button, next to the Selected Fields section, you can decide which fields you want to include in your report, while the ‘Modify’ button next to Selected Charts will allow you to choose the charts that will appear in the report.

When creating or editing a report, you can decide to schedule it on a daily, weekly or monthly basis, by checking the ‘Yes’ checkbox next to the Scheduled option and click on the wanted option. You can decide on which project users you want to notify when the report is created in the ‘Notify by email’ section.

Further reports options

Tabular Aggregated Report

(Available on Instances only)

The Tabular Aggregated report can be created for 2 purposes:

1. Compare your aggregated results of the same instances over different runs.

2. Analyze instances aggregated results based on different parameters.

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 (this is easy to do if you use the Batch Edit button). Please see image below.

Custom fields for a tabular aggregated report
2. Your custom fields format must be of type List or Linked List
Custom fields' types for the tabular aggregated report
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.

For more information on the Tabular Aggregated Reports, please visit this page.

Learn more about PractiTest Dashboard and how to create charts and graphs that provide an informative overview for your project.
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