Property Distribution (Cases) report

Overview

The Property Distribution (Cases) report allows you to group test cases in your repository by any test case field. This report can help you quickly summarize test cases grouped by your specified properties. Use this report to see how many test cases you have for each category in a field (e.g., priority, automation type, creator, or other attributes).

Creating a Property Distribution (Cases) report

Prerequisites

Please make sure you have the following permissions enabled for your user role.

Reports_Permission.png

For more details, please check out the managing user roles and permissions guide

Steps to create a Property Distribution (Cases) report

To generate the Property Distribution (Cases) report in TestRail, you need to put a few configuration settings in place.

Navigate to the project for which you would like to create a test report. Then, navigate to the Report tab.

ReportsTab_image1.png

On the right side, you will see a pane titled Create a Report. Click on Property Distribution report under the Cases section.

Cases_Prop_Distri_select.png

On Add Report page, you will find 3 main sections: 

  • Name and Description
  • Report Options
  • Access & Scheduling

Follow the below steps to configure each section

  1. Name and Description

    Enter the report's name and description in their respective fields.

  2. Report Options

    On the Add Report page, scroll down to Report Options. Here, you will see three tabs, GROUPING, SECTIONS, and TEST CASES.

    GROUPING

    The GROUPING tab allows you to group your tests by different attributes. These attributes include Status, Type, Automation Status, Automation Type, Assigned To, Tested By, and Template. Whatever attribute you select will determine what your report will show you.

    Cases_PropDistri_Grouping_image1.png

    Also, under the GROUPING tab, you can include an aggregated summary of groups by checking the appropriate box. With this, your report will include a stacked horizontal bar chart that groups the test results based on the selected attribute. Also, you can check the box for the test details per group. With this option checked, your report will include different lists of tests grouped under each category of the attribute selected.

    Cases_PropDistri_Grouping_image2.png


    Customizing Stacking Options

    Users with administrator permissions can add and customize an additional attribute when adding new Property Distribution reports.

    Once you add a Property Distribution report inside a Project, you can customize your chart grouping options by selecting a second attribute as a stacking variable to the reports, from the Stack the test result by drop-down field in the Grouping options tab:

    stacktestresultby.png

    Selecting a stacking option (such as Priority in the example above) will result in the additional attribute being applied and stacked in your report’s chart and in the associated table.

    test_by_status.png

    test_by_status2.png

     

    Running the report without the stacking variable will generate the chart and table without the additional metrics.

    SECTIONS

    You can do the following under the SECTIONS tab:

    Cases_PropDistri_Sections_image1.png

    Choose to include all sections of test cases or specific sections only. This allows you to show the results for specific sections of the test case that you would like to display in your report. If you would like to make specific selections, make sure to click the radio button “The following sections only:”. You can also hold down the ctrl/cmd key and click to select multiple sections or sub-sections.

     

    Cases_PropDistri_Sections_image2.png

     

    TEST CASES

    You can do the following under the TEST CASES tab:

    1. Filter the test cases to be displayed in the report by any case field—including custom case fields—except text fields, like Assigned to, Created By, Deletion Status, Estimate, Priority, etc. For instance, in the figure below, the Priority filter is applied and set to High.

       

      Cases_PropDistri_TestCases_image1.png
    2. Choose the column(s) to include in the table to display information about test cases. The default columns include ID and Title. Depending on the information you want to display, you can add additional columns such as Type (of the test case), Priority, Created On, etc.

      Cases_PropDistri_TestCases_image2.png
    3. Set the maximum number of test cases to display per group. The maximum number can be 10, 25, 50, 100, 250, 500, or 1000.

     

  3. Customizing Stacking Options

    Users with administrator permissions can add and customize an additional attribute when adding new Property Distribution reports.

    Once you add a Property Distribution report inside a Project, you can customize your chart grouping options by selecting a second attribute as a stacking variable to the reports, from the Stack the test result by drop-down field in the Grouping options tab:

    stacktestresultby.png

    Selecting a stacking option (such as Priority in the example above) will result in the additional attribute being applied and stacked in your report’s chart and in the associated table.

    test_by_status.png

    test_by_status2.png

     

    Running the report without the stacking variable will generate the chart and table without the additional metrics.

  4. Access & Scheduling

    This section enables users to set access and scheduling options. For more details, please refer to the General configurations guide.

Finally, scroll down and click Add Report to generate the report.

Reading a Property Distribution (Cases) report

It may take minutes to generate your report depending on the data included. However, once the report is fully generated, the next thing is to view and interpret it. To view the report, go to your Reports tab and click on the appropriate report under the list.

The first chart on the report page is a bar graph summarizing the findings of your report. For instance, if you grouped test cases by Priority the bar chart will display the number of properties for that field that are actually in use, as well as the number of test cases that have each of the Priorities available in your instance. If you do not have any Low priority test cases, then they won’t appear here.

Cases_PropDistri_Read_image1.png

 

Under the bar graph, a table lists the test cases organized by the property fields you selected. In the table, each item is detailed by count and percent. While in a grouping by Template you might see a list of cases grouped by Exemplary Session, Test Case (Steps), or Test Case (Text), the Created By grouping shows the user names and their count and percentage of the whole.

Below the table, you’ll also see a more detailed Table listing case information. For example, in a report on Priority, you will first see Low Priority test cases (if there are some) followed by increasing the order of Priority and its test cases. You can learn more about the test case, depending on your grouping selection, by clicking on the hyperlinked title text in the left-hand column. This takes you to a new screen with further details (unless you previously checked the box Do not include links in your Report Options). To return the individual test case details to your report, use the back arrow in your browser window.

You may also see a gray box at the end of your list of test cases informing you that a certain number of test cases in the group are not displayed. This would reflect you having asked for a set number of cases when you configured the report and the actual number of cases exceeding your maximum. 

Cases_PropDistri_Read_image2.png

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