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Dashboards, Graphs, and Reports

Define custom graph and report templates. Arrange tables, lists, and graphs into personalized dashboards.

Dashboards, Graphs, and Reports
Create a Dashboard Page

Create a Dashboard Page

You can create multiple dashboard pages. On each dashboard page, you can display graphs, tables, and lists side-by-side as dashboard elements. For each element, you can set an individual position and size. You can also define the user groups for which a dashboard page is visible.

Define Filter Queries

Define Filter Queries

Create persistent filter queries for table, tree, and grid views. For each filter query, you can define complex restriction criteria, sort orders, and column selections. For each column, you can set width and alignment. You can also create filter queries joining to related entities, e.g., you can display requirements in a table with their linked releases. 

Create Personalized Lists

Create Personalized Lists

Create personalized lists for list views. For each list, you can define which data should be displayed and how. You can use rich-text elements to build useful and aesthetically pleasing multi-lined lists. Each list can have up to five columns. You can set which user group members can use and see the list.

Define your own Graph Templates

Define your own Graph Templates

You can create your own graph templates for custom and system entities. Graph templates let you view an image showing a graph describing the aggregated information from a filter query. For each graph template, you can define which fields will be grouped. For each graph, different views, such as pie chart, bar chart, and grid view are supported. 

Create Graphs

Create Graphs

For each system and custom entity, you can easily create real-time graphs by selecting a graph template targeting the entity. Many entities also support graphs on related data, e.g., you can select a release in tree view and generate a graph displaying the statuses of the requirements linked/related to the selected release.

Export Spreadsheet

Export Spreadsheet

For each entity, you can export the table view content to a spreadsheet. You can select the fields to export. After the export is created, it can be downloaded via hyperlink from the server.

Feature Tour

  • Test Planning Test Planning Structure and detail all your tests in a hierarchical tree. Add test steps, test parameters, and test configurations.
  • Test Execution Test Execution Create test instance by adding tests to test suites, schedule and run test instances. Analyze test runs and link issues.
  • Requirements Specification Requirements Specification Structure and detail your project-related requirements in a hierarchical tree. Add documents, links, and comments.
  • Issue Tracking Issue Tracking Create incident, change, problem, service  or feature request tickets and use custom worklists to view, filter, and prioritize.
  • Release Management Release Management Define and analyze releases and cycles, link requirements and issues, and create release-based reports.
  • Custom Views and Filter Custom Views and Filter Display data in tables, lists, trees, or tree tables. Each view can be customized and personalized.
  • Fully Customizable Data Model Fully Customizable Data Model Create unlimited new entities with custom fields and individual relationships between entities.
  • Workflows and Notifications Workflows and Notifications Specify your own workflow rules with custom email notifications and automatic field updates. 
  • Projects, Branches, and Baselines Projects, Branches, and Baselines Organize your data within projects. Create and use branches for different releases and freeze branches as baselines.
  • Dashboards, Graphs, and Reports Dashboards, Graphs, and Reports Define custom graph and report templates. Arrange tables, lists, and graphs into personalized dashboards.
  • Fine-Grained Permission Model Fine-Grained Permission Model Manage users and user groups with a fine-grained and comprehensive permission model.
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