Reports

Learn how reports can help you gain insights from various testing activities by outlining their capabilities, requirements, and limitations.

Reports in the Test Management provide comprehensive insights into the test runs, allowing you to analyze the effectiveness of testing efforts. These reports can be customized, scheduled, shared, and downloaded, making them a powerful tool for continuous improvement through real-time visibility of test run status and test results.

Reports allow you to see which tests have been run or are yet to be run, along with their results and key metrics. You can use this report to:

• Easily find all the test runs.
• Track the number of open/closed linked Jira issues in the context of test runs and test results.
• See how much time has passed since the test run started.
• Check out all the test runs performed or assigned to a specific user.

Types of Report

You can generate two types of test run reports at the project level:

• Test Run Summary Report
• Test Run Detailed Report

Test Run Summary Report

This report summarizes active and closed test runs, test cases, and linked issues. It provides an overview of the number of passed, failed, and skipped tests and the test run duration. You can access the following details with the Test Run summary report.

• Total number of test runs with Active/Closed classification.
• Total number of test cases.
• Total number of issues linked to test runs and test results.

• Break up of test cases and test runs based on the status.

• Number of issues based on priority and status.

This report is ideal for quickly understanding the overall success and failure rates of your test runs, enabling teams to spot trends and areas needing attention.

Test Run Detailed Report

This report provides comprehensive data at a granular level, including individual test case details. Following are the details you can access with the Test Run detailed report.

• Test Run performance over the last month.
• Active/Closed Test Runs.
• Total number of Test Cases and the list of these Test Cases.
• Total number of issues linked to Test Runs and test results.

This report is designed for teams needing in-depth analysis, allowing them to drill down into specific test cases to diagnose issues and refine testing strategies.

Create reports at project-level

Test Run reports provide a summarized view of all testing aspects of test runs in that project. Within a project, you can immediately generate Test Runs summary and detailed reports or schedule to generate these reports at a specified date and time.

Follow these steps to create either a Test Run Summary Report or a Test Run Detailed Report:

1. Go to the project where you want to create the Test Run report.
2. Click Reports tab on the navigation menu.

3. Click Create Report from the reports dashboard.

   

   A Create Report window appears.

4. In the Create Report window, enter the following details:

   1. Select report type:
      • In the Type of Report dropdown, select Test Run summary report or Test Run detailed report.
   2. Select test runs to include based on:
      • You will see two options:
      • Creation Time:
        Choose a time range (e.g., Last 1 month, Last 1 week, Last 24 hours, or a custom range).
      • Advanced Filters (optional):
        Expand Advanced Filters to refine which test runs are included. You can filter by:
        • Status of Test Case: Include only passed, failed, blocked, or other specific statuses.
        • Test Case Type: Focus on specific types (e.g., functional, UI, regression).
        • Test Case Priority: Include only high, medium, or low priority cases.
        • Test Case Assignee: Filter by who is assigned to the test cases.
      • Specific Test Run:
        • Click Update and choose one or more specific test runs that you want included in the report.

        • Enable Link Runs Dynamically toggle to automatically include relevant current and future Test Runs based on filter criteria. However, this dynamic linking does not work with the Created filter.

          

   3. Configure scheduling:
      Toggle Schedule reports on to set up automated delivery.
      • Daily: Select the time (in UTC) for the report to be generated each day.
      • Weekly: Choose the day of the week and the time (UTC) for the report to be sent.
   4. Add recipients: In the Recipients field, enter the names or emails of the individuals who should receive the scheduled report. You can add multiple recipients.
   5. Title and description: Provide a descriptive Title for your report. Optionally, you may add a brief Description to provide the context.

   

5. Save your settings: After all fields are set, click Update or Create to schedule the report.

A “Report generated successfully” notification appears on the dashboard, and reports are sent to specified recipients. If you have created reports with automatic recurring reports, they will appear in the Reports dashboard.

Share and download reports

You can collaborate by sharing reports via email or through secure, shareable links. After you share, recipients can review the results directly, provided they have the appropriate access. Additionally, you can download Test Run reports for offline use or further analysis. The available formats differ by report type, as outlined below.

Share reports

Reports can be shared through an email or a shareable link. To copy the sharable link, navigate to the respective report dashboard and click Copy Link icon. Access restrictions apply based on user groups and domains.

Download reports

Follow these steps based on the report type you are viewing:

Test Run Detailed Report

You can download Detailed Reports as CSV or PDF files.

1. Click the Download button at the top right of the report view.
2. Choose the desired format from the Download Report as menu:
   • CSV (Recommended): Ideal for data analysis in spreadsheet applications like Google Sheets or Excel.
   • PDF: For a formatted document view.

   

3. Click Download to initiate the download.

4. In the save dialog that appears, choose the desired location on your device and click Save.

   

Test Run Summary Reports

Test Run Summary Reports are available for download only in PDF format. Click the download icon to automatically generate and download the PDF report.

Understand and use filters

Filters play a crucial role in customizing reports, enabling you to focus on specific test cases that meet particular criteria. This ensures the generated report is relevant and tailored to your needs. The following filters are available in the reports:

• Status of Test Case:
  Filter test cases based on their current status, such as Passed, Failed, or Blocked. This helps in identifying areas that need attention.

• Test Case Type:
  Narrow down the report to include specific types of test cases, such as Functional, Regression, or Integration. This is particularly useful for targeted analysis.

• Test Case Priority:
  Prioritize your report by focusing on test cases with specific priority levels, such as High, Medium, or Low. This ensures that the most critical issues are highlighted.

• Test Case Assignee:
  Filter the report by the team member assigned to the test cases. This is useful for tracking individual or team performance and ensuring accountability.