Insights Settings

The Settings dropdown gives you several options to set up reporting fields and manage other Insights functions.

Jira Insights Settings

  • Requirement Fields: Determine what Jira fields you want to include in the Requirements report in Explore Data.

  • Jira Defect Custom Fields: Map the custom Jira defect fields you want to view in the Portfolio Details table of the Portfolio Overview report or the  Defects (External) report in Explore Data.

Portfolio Settings

  • Portfolio Configuration: Create and configure your Portfolio Reports that you can view in the Report Gallery.

  • Jira Defect Status Mapping: Allows you to map Insights status values and associate chart colors to your Jira status values for continuity when viewing Portfolios.

  • Jira Defect Severity Mapping: Allows you to translate defect severity values defined in Jira to a set of standard severity values in Insights, making it easy to clean up multiple prioritization values that may exist in your Jira projects.

Other

Before you can use the Tests Planned vs Executed report, you need to define your expectations.

To set up a Tests Planned vs Executed Report, follow these steps:

  1. In qTest Insights, select the Settings dropdown and go to Tests Planned vs Executed.

  2. Select which test run statuses you want to use to indicate a passed test run from the Define Test Run Status to indicate "Passed" dropdown and select Save.

  3. Select the Add icon to go to the Planned vs Executed Report Settings dialog.

  4. Configure your report's basic settings:

    • Name: Define the name of your report.

      • Project: Select the project you want to build a report for. Only projects that use the Test Run Status site field display in this dropdown. For more information on Site Fields, refer to Site Fields.

    • Artifact: Select the artifact you want to use to track your progress.

    • Artifact value: Select the value from within your Artifact that you want to track.

    • Date range type: Define how frequently you want your report to collect data. For example, if you want to track progress week by week, select the week option.

    • Date Range: Select the dates that you want to track progress for in your report. Once done, select the Add Dates icon. Please note that these dates aren't associated with the planned start and end dates you've set up for test runs in qTest Manager.

  5. Determine how many test runs you want to execute for each date duration you've selected. You have two options to choose from in the Populate type dropdown:

    • Same Settings: Select this option to set the same number of planned and executed test runs for all date durations. Enter the number of test runs you plan to execute in the Planned Execution field and the number of tests you expect to pass in the Planned Status of Passed fields. When you're done, select Apply to All.

    • Individual Settings: Select this option to set different number of planned and executed test runs for each date duration. Then, individually define amountsfor each individual Date in the Planned Executions and Planned Statuses of Passed columns.

  6. When you are finished configuring your report, select Save.