Visual Reports

Note

Permissions: Visual Reports module is visible only if you have View and Modify rights for QMetry Insight.

QMetry 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.

Specially designed for business users without technical expertise, QMetry 's Visual Reports enable them to visualize, design, and create custom reports easily.

You can drag and drop module-wise data fields to add filters and attributes, creating personalized reports.

Understanding the Screen Layout

The module is divided into three parts:

  • Test Entities View (Denoted as A)

  • Test Entity Fields (Denoted as B)

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

    QSvr_VisualReports.png

Test Entities View

Test Entities view is divided into five sections, each representing a QMetry module.

Note

The system displays the records 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

You can also generate report to view issues directly linked to test cases. If you create a new visual report using the Test Cases and Issues test entities, it will show issues directly linked to test cases. To view report on issues logged from execution screen, you need to generate the report using Test Cases, Issues and Executions test entities.

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. The system displays these fields in the report. Like Project Name, Release Name, etc. (Denoted as B)

  • Custom Fields: Fields with “qmetry” prefix custom fields. (Denoted as C)

Note

  • If you have opted for the Advanced Reports App: The system displays Custom Fields (of Requirements and Issue modules) mapped with Jira and Azure in QMetry Insight tables, given Sync Fields to Reports is “On”.

  • If you have not opted for the Advanced Reports App: The system displays Custom Fields (of Requirements and Issue modules) mapped with Jira and Azure in QMetry Insight tables. Only synced QMetry Fields data and external tracker System Fields data are available for generating reports.

A search field is available to locate the required fields for each module. Each field is displayed with its corresponding field type icon.

  • Internal custom fields are identified by the prefix "qmetry."

  • External custom fields are identified by the prefix "ext."

For example, an external custom field “Release Reference” is mapped with the Requirement module in Integrations tab under Projects. This mapped field is then synced in the QMetry Insight tables using the Sync fields to Reports feature. The field will be displayed as “Requirement ext_release_reference”.

Test_Entity_Fields.png

Note

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

The system displays records only for the latest version of the test asset. For all version data switch to Advance Query Reports.

Advance_Query_Reports.png

Think Space (Create Data Table)

On the right side, it is Think Space wherein you can add fields to design the report. You can drag and drop fields or select fields from Test Entities view. Drag any field to chart area to design the chart.

An error message pops up if the user tries to drop fields that are not supported in filter or chart. You can also select a field by double clicking 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)

QPro_Reports_VRThinkSpace.png

Dynamic Filters

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

You can filter the search based on folder structure. The system-pre-defined folder browse option allows you to filter custom reports based on folder structure, supporting both parent and subfolder selection.

This feature is available for Requirements, Test Cases, and Test Suites, and functions only when a single project is selected.

QPro_Reports_VRDynamicFilters.png

Report Layout Design

  • Fields added in this section are displayed in the report. Like Execution Status, Test Case Entity Key Project Name, Release Name etc

  • Select fields using drag and drop or double clicking.

  • The layout section for each chart type is different.

  • You can apply multiple operations on the fileds chosen in this section. Below is the link to list of operations supported.

  • Operations on Column Header

QPro_Reports_VRCreateDataTable.png

  • The latest test execution status of uncovered test cases is displayed as "null" by default.

To display a status other than "null" for such uncovered test cases, follow below steps:

  1. Open the Test Case Latest Execution Status column that you added in the Column Header.

  2. Hover over Math and select “Other”.

    QPro_Reports_VRCreateDataTableLayout.png

  3. Enter the following function on the Logic tab of the pop-up that opens.

    COALESCE (<fieldname>,'<statusvalue>')

    Where, fieldname=testcases.latestExecutionStatus and status = the value that you want to print instead of "null"

    Example 50. COALESCE

    COALESCE (testcases.latestExecutionStatus,'UnCovered')



  4. Click Apply.

    image-20240610-120221.png

Result Panel - Generate Report Chart

  • When users create a report for the first time, the system generates it in a table format. After they verify the data, they can convert the report into different chart types.

  • On the Result panel, select the report type you want to preview the report.

Saving Gadgets

You can write query and run it to generate the report. You can generate different types of charts and add as a report to dashboard using Add to Gadget button.

QPro_VR_SavingGadgets.png

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

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

Modify Chart Colors

The system provides Chart Settings icon 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 the legends used in the chart along with a feature to enable or disable the legends as required.

How it works -

A. Click the cog icon on the graph. It opens the Chart Settings panel.

B. You can show or hide the legends on the graph by enabling or disabling the Visible settings.

C. You can customize the color of legends as per your requirement.

QPro_Reports_VR_ModifyColors.png

Colors of Execution Status legends appear as they set in Execution Status under Customization. You cannot change these colors from chart settings as the option remains disabled for execution status.

Update Gadget

Go to QMetry Custom Gadget and select My Gadget tab.

  1. Click the Edit icon for the gadget to edit.

  2. Once you are done with the changes, click Update Gadget.

  3. You can save the gadget with updated Gadget Name and Gadget Description.

QPro_Reports_VR_UpdateGadget.png

After clicking edit, you can:

  • Edit the gadget name.

  • You can change filters.

  • Add Column, Group by, Labels, Filters, Operations and Values.

    You can apply Group By to custom fields as well as system fields of type text, which includes lookup, multi-lookup, etc. Custom fields include of QMetry custom fields and external tracker fields that are synced to QMetry Insights.

    QPro_Reports_VR_UpdateGadget_GrpBy.png

  • You can change the report chart.

  • You can re-generate report to view changes.

After making the changes, click Update Gadget to save changes.

QPro_Reports_VR_UpdateGadgetSteps.png

Exporting Gadget Data

You can download the chart image in PNG, JPEG, SVG Vector and PDF formats.

  • Export All Data: It schedules 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 downloads the details of Chart Data Table (tabular details) in XLS.

Export from Create or Update Gadget

QPro_Reports_VR_ExportGadget.png

Export from Dashboard

QPro_Reports_VR_ExportGadget1.png

Export in CSV from Custom Dashboard

Export in CSV from Add Gadget Screen on QMetry Custom Dashboard.

Export_in_CSV_from_Custom_Dashboard.png

You can also export all the dashboard gadgets through API call.

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