How to generate reports for analyzing the testing process in test director?

Reports and graphs in the test director testing process help you assess up to what extent have your requirements, test runs, test plans, defect tracking etc have progressed.

Generating Reports in Test Director

- In test director you have the facility of generating reports as well as graphs at any point of time in the testing process and from each of the test director modules. 

- You have the choice of working with the default settings as well as the customized ones. 

- While you customize the reports or the graphs you have the right to apply sort conditions as well as filters. 

- Also the information can be displayed according to your specifications if you wish so. 

- The settings you make can be saved as the favorite views and they can be reloaded whenever required. 

- A report can be generated from any of the modules of the test director. 

- Each module of the test director provides you with a variety of report generation options. 

- Once you have generated the report, you can customize various properties of the report as per your wish. 

- The information can be displayed according to your specifications by altering or customizing various properties of that report. 

In this article we shall provide you with the steps for generating a standard requirements report, customizing it for a specific user name and adding it to the favorites list.

Steps for generating reports in Test Director

Follow the steps mentioned below:

1. First step is to open your project and login. If the project is not open, log on to it.
2. To view the requirements tree you need to turn on the requirements module. To do so clicking on the requirements tab will display the requirements module.
3. Next step is to choose a report. To do so go to the analysis option, then reports, and then finally click on the standard requirements report. A report will open up containing the default data.
4. Next if you need to customize the report as per your needs and specifications.  Clicking on the configure report and sub reports button will launch a report customization page with all the default options already selected.
5. Here you will get various options for displaying the number of items per display page. Set the option to ‘all items in one page’ if you want them to be displayed all in one page.
6. If you want to define a filter to view the requirements that were created by a specific user name clicking on the set filter/ sort button will certainly help. A filter dialog box will open up where you will see a filed titled ‘author’. For this click the filter condition box and click on the browse button. This will again open up the select filter condition dialog box. For the users field select the test director log-in user name and click OK. This will close the select the filter condition dialog box. Once again click OK to close the filter dialog box.
7. Under fields specify the fields and order in which you want them to be displayed. Select the custom field layout and next click on the select fields button to open the select fields dialog box. You will observe the following two fields:

a) Available fields: fields that are not currently displayed.

b) Visible fields: fields that are currently displayed.

You need to select the attachment option in the visible fields box and click the left arrow in order to move it to the available fields. Move the required fields to the available fields box.

8. Clear the history.
9. You can add the report as a favorite view by clicking on the add to favorites button.
10. Close the report. 

How to generate graphs for analyzing the testing process in test director?

The graphs that are created during the test director testing process let you keep a track of the progress of the test plan, test runs, defect tracking, requirements and so on. Such graphs can be generated at any point of time during the process and also from any of the test director modules. The graphs created by the test director are based up on the default setting however they can be customized by the user.

A project consists of data of different types. The graphs that you create using the test director can help you a big deal in analyzing the relationships between these different types of data. Each of the modules of the test director comes with a number of graph generating options. After you are done with generating the graph, you can customize its various properties so it comes out exactly as per your specifications and displays the information you want and in the way you want. 

Now we shall mention the steps following which you can generate a defects graph which will show the summary of the defects by status as well as priority levels. 

Steps for generating Defects Graph

Follow the steps:

1. Click on the defects tab to turn on the defects module of the test director. The defects module will be displayed in the defects grid.
2. Now for choosing a graph go to analysis menu, then graphs, then summary, then group by status option. This will open up a defects summary graph. This graph is grouped by status by default.
3. Next you need to clear the default filter. Clicking on the filter button will do the task for you. The filter dialog box will open up. You will see that the detected by field is set to the current user name by default. Here, click the clear button and the applied filter will be removed by the test director.
4. If you want to define a filter for viewing the defects with high to urgent priority then click the filter condition box for the priority field in the filter dialog box. Clicking on the browse button will open up the select filter condition dialog box’. Then select the required logical expression in the right pane and in the left pan select the level. Click OK to save the settings and close this dialog box.
5. Next for defining a filter for viewing the defects that are not closed click the filter condition box for the status field. Again open the select filter condition dialog box by clicking on the browse button. Select the ‘not’ logical expression and select closed in the left pane. Click OK to close this box and once again click OK to close the filter dialog box.
6. For setting the X axis of the graph select priority on the right side of the window for viewing the number of defects according to priority.
7. Clicking on the refresh button will refresh the graph i.e., a new graph will be displayed.
8. For displaying additional defect details click on a bar segment of the graph. A drill down results dialog box will display the defects related to that bar segment. Close this dialog box by clicking on the close button.
9. There are various graph views available such as the data grid view and pie chart. Clicking on the corresponding options will display the graph as a pie chart, grid and so on.
10. Close the graph and click on the back button to go back to the defects module.