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In Zephyr Enterprise, selected defects can be exported to an excel sheet from defect tracking section. The ability to export a set of defects helps to provide users with reports to help track progress the defects and the status/progress of those defects. To learn how to export defects, please view the steps below.

Terminology

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TermDescription
DefectsAn issue that is labeled as a "Sub-task" and these issues are generally used to break up the parent issue into a number of tasks which can be assigned and completed individually. Can be useful if the defect is a large issue that can be broken down and managed further.








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The steps below describe in detail the general process of creating new defects, searching and viewing defects for a particular project, editing defects, creating sub-tasks for defects, and exporting a list of defects for reporting. To view further instructions for each individual function, please click the links provided below. By clicking on a link, you will be redirected to the page with the steps corresponding to the function selected. 

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pageDefect Tracking



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Exporting Defects

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titlePrior to Creating a Sub-taskExporting Defects

Prior to creating a new sub-task for a defectexporting your selected defects, there must be an existing project with defects in Zephyr Enterprise. The project must be selected and the user must be under the Defect Tracking section. Also, the user project should be connected to an instance of JIRA. This can be configured in the Project Setup page under the administration section of Zephyr.

Scenario: You are a testing manager in Zephyr Enterprise. As a testing manager, you want to be able to create a sub-task within the system export a selection of defects in the defect tracking section of Zephyr. 


1. Select the defect(s) that you want to export to an excel sheet by using the check boxes on the left-hand side of the defect table.

2. Simply click on the  button at the top right of the table.

  • A pop-up/modal will appear as shown below:

3. Click on the "Download" button.

  • The default name for the downloaded defect report/file is labeled as "Defect".
  • The exported file of defects is downloaded to an excel file (.xlsx).


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