Building Custom Reports
Using any one of the above reports as a starting point, a number of customizations and filters are available to provide users with the ability to tailor their reports to their needs. Zephyr consists of a wide variety of formats and provides users with a wide selection of fields to include/exclude when creating their custom reports. Clicking on the "Export" button at the top of a table or after clicking the icon for a folder will display the custom export wizard that may look very similar to the below diagram:
There are specific sections that allow users to customize their reports and these sections provide a wide variety of options to tailor the report to the user's needs. The following sections are described below:
- Select Fields - This section displays the fields that correspond to the type of report being created.
- Users have the option to Select All, Select None, or Select Individual fields to include/exclude in their custom report.
- Filter By - This section allows users to apply appropriate filters on the set of fields for additional refining of the exported information to provide a clear and final output file.
- Note: Filters can be applied even if a field has not been selected to be displayed
- Report Type - There are currently three types of reports that provide users with different options of reporting
- Summary Report - Provides summary level views of the data (typically meta header information).
- Detailed Report - Provides summary details that include detailed test steps, requirements details, etc.
- Data Report - Excel based reports that output all the fields.
- Output As - This section displays the different output formats for the report.
- The supported output formats include HTML, Word (.doc) and PDF for Summary/Detailed views and Excel for Detailed view.
- Title - This section allows the user to rename the title of their customizable report when downloaded.
- The title of the report will always have a default name that can be changed/edited.
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