7.09 - Create a custom export

This reporting element allows the user to generate a campaign export with a wizard thanks to which the perimeter and the data to export can be chosen.

Custom exports are generated in .csv.

1. Creating a Custom export

   • Click on the name of a project/folder inside the library on the left. The name of the project is then highlighted. A new folder, report, graph, dashboard or custom export can be created by clicking on the icon on the top of the project tree view.

   • Select [New custom export…]. The user accesses the “custom export creation wizard” screen.

The shortcut bar allows to pass from one step to another by clicking on the name of the step. Clicking on another step allows the user to confirm the selection of the current step, if it exists.

2. Selecting the perimeter of the custom export [Step 1/3: Perimeter]

Regarding custom exports, the perimeter is a campaign.

Click on [Choose]. A pop-up window named “Item selection” is displayed and contains the campaign tree view.

3. Selecting one or several entities and attributes [Step 2/3: Attributes]

This step allows the user to select entities from which the custom export will be created, as well as their attributes.

The entities that can be selected are:

• Campaigns

• Iterations

• Test suites

• Test cases

• Executions

• Execution steps

• Issues

As soon as an entity is selected, a bloc containing its attributes is displayed.

Each attribute can be selected on its own.

FOCUS

Customs fields can be added as an attribute for the following entities: “Campaign”, “Iteration”, “Test suite”, “Test case”, “Execution” and “Execution step”.

To do so:

1. In the relevant blocks, click on the [Custom fields] button

2. A pop-up window named “Custom fields” is displayed. It contains a table with the custom fields associated with the entity

3. Select one or several custom fields and click on [Confirm]

4. The selected custom fields are displayed in the entity’s block with their name and the comment “Custom fields”

4. Saving a custom export [Step 3/3: Name]

Once the previous steps are completed, the user is directed to the last step: Name. This step allows the user to enter a name to proceed to the custom export.

To save the graph, click on [Save]. The custom export creation wizard closes and the user is brought back to the Management Workspace.

The custom export that is generated is saved in the project or in the folder previously selected.

From the custom export consultation page, it is possible to:

• Check the perimeter and the attributes from which it was created

• Generate the custom export at .csv format (the data is updated in real time)

• Rename the custom export

• Modify the custom fields’ attributes.