Dashboards

Applies to QAComplete 14.3, last modified on February 19, 2024

The Dashboards screen appears when you are logging in to QAComplete for the first time. It contains various dashboards: use them to quickly spot trends and inspect statuses of items.

To access the Dashboards screen later, go to Home > Dashboards.

By default, only the dashboards for the currently selected project appear. To switch to another project, select it on the drop-down list in the top left corner of the screen.

The Dashboards screen

Click the image to enlarge it.

Here, the following options are available:

  • To add a chart: Click Add Dashboard Charts. The available charts will appear to the right. Drag those charts you need somewhere within the dashboard.

  • To remove a chart: Move the mouse cursor over the chart to see the menu button. Click it, then click Delete.

  • To change the selected filter or release: Move the mouse cursor over the chart to see the menu button. Click it, then click Filter. Use drop-down lists to select a filter and release.

    Note: You can also select a release from the Release drop-down menu to view all the charts related to that release.

  • To show numeric values on dashboard segments: Move the mouse cursor over the chart to see the menu button. Click it, then click . Select the Show Values check box.

Enable and disable dashboard criteria

Under each dashboard image, there is a legend containing the criteria of this dashboard. By default, all the criteria are enabled.

To disable a specific criterion, click it. QAComplete will remove the statistics on the items that meet this criterion from the dashboard.

Download a dashboard PNG

To download a PNG file with a specific dashboard:

  1. Move the mouse pointer over the dashboard -- the option buttons will appear in the top right corner.

  2. Select  > .

Note: If some dashboard criteria were disabled upon requesting a PNG, the resulting image will show the dashboard without these criteria.

Drill-down screens

To open a drill-down screen that contains information on the items shown in one of the dashboards, click a chart segment in this dashboard.

For example, the drill-down screen for Defects by Status, Release looks like this:

The drill-down screen for the Defects by Status, Release dashboard

Click the image to enlarge it.

See below for a description of all screens.

Set your dashboards for other users

You can set the Dashboards screen layout of your project for other users who also work on this project. In this case, they will not have to manually set up the charts and configure the chart parameters.

To do that:

  1. Click Tools >  Set My Dashboard for Other Users:

    Dashboards: Share dashboard

    Click the image to enlarge it.

  2. In the subsequent dialog, select the check boxes next to the users you want to set the dashboard for:

    Dashboards: The Share dialog

    Click the image to enlarge it.

  3. Click Set.

The account of the user who sets the dashboard must belong to a group that has the permission to set dashboards for other users.

To allow a group to set dashboards for users, go to  Setup > Security > Security Groups and select the Share Dashboards check box on the Manage Security Rights screen of that group.

Share charts

You can share your charts with any person, even if they don’t have a QAComplete account.

To do that:

  1. Click Home > Dashboard:

    The Dashboard screen

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  2. Hover the mouse over the chart you want to share and click in the top-right corner:

    The Settings button

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  3. Click , and then Share – QAComplete will generate a link to your chart. You can then give the link to anyone you want to share the chart with. Clicking the link will open the chart in your browser:

    The Share Chart dialog

    Click the image to enlarge it.

  4. Click Stop Sharing to make the chart unavailable.

    If you share the chart again, it will have a different URL, so, the users will not be able to access the chart using the link you provided earlier.

Manage shared charts

To view and manage shared charts, click Tools >  Manage Shared Charts:

The Manage Shared Charts button

Click the image to enlarge it.

QAComplete will show a list of shared charts:

A list of shared charts

Click the image to enlarge it.

Here, you can remove a chart from the list, make it available or unavailable, and view relevant information.

If you want to make a chart temporarily unavailable, disable it in the Is Active column. If you remove a chart from the list, it will become unavailable, and when you share it next time, it will have a different URL.

In the dialog, the following columns are available:

Column Description

Actions

Click to remove the chart from the list.

Is Active

If enabled, the chart is available.

Link

The link to the chart you can share with users. Clicking the link will open the chart in your browser.

Gallery Item Caption

The chart name.

Last Access

The date and time the chart was last accessed.

Access count

The number of times the chart was accessed.

Date Created

The date and time the chart was shared.

Chart types

The available charts are organized into categories:

  • My Requirements by Status (Active Projects)—Drillable. Shows all requirements assigned to the currently logged in user across all active projects, sorted by status.

    On the drill-down screen, the information on all relevant requirements is shown in the table format.

  • Open Requirements Trending by Folder - Past 14 months — Shows how a number of requirements in the selected folder or all folders have changed in the past 14 months.

  • Open Requirements Trending by Release - Past 14 months — Shows how a number of requirements associated with the selected release or all releases have changed in the past 14 months.

  • Percentage Complete by Requirement — Shows the completion percentage for each requirement.

  • Requirement Test Coverage — Shows how many tests have been associated with each requirement. Tests are sorted by status.

  • Requirements by Assignee, Folder — Drillable. Shows how many requirements in the selected folder or all folders are assigned to specific users.

    On the drill-down screen, the information on all relevant requirements is shown in the table format.

  • Requirements by Assignee, Release — Drillable. Shows how many requirements associated with the selected release or all folders are assigned to specific users.

    On the drill-down screen, the information on all relevant requirements is shown in the table format.

  • Requirements by Group, Folder — Drillable. Shows how many requirements in the selected folder or all folders belong to specific groups.

    On the drill-down screen, the information on all relevant requirements is shown in the table format.

  • Requirements by Group, Release — Drillable. Shows how many requirements associated with the selected release or all releases belong to specific groups.

    On the drill-down screen, the information on all relevant requirements is shown in the table format.

  • Requirements by Owner, Folder — Drillable. Shows how many requirements in the selected folder or all folders have specific owners.

    On the drill-down screen, the information on all relevant requirements is shown in the table format.

  • Requirements by Owner, Release — Drillable. Shows how many requirements associated with the selected release or all releases have specific owners.

    On the drill-down screen, the information on all relevant requirements is shown in the table format.

  • Requirements by Status, Folder — Drillable. Shows how many requirements in the selected folder or all folders currently remain in specific statuses.

    On the drill-down screen, the information on all relevant requirements is shown in the table format.

  • Requirements by Status, Release — Drillable. Shows how many requirements associated with the selected release or all releases remain in specific statuses.

    On the drill-down screen, the information on all relevant requirements is shown in the table format.

  • Requirements Trending, Folder — Shows statistics on how the statuses of the requirements in the selected folder or all folders have changed in the past 14 days.

  • Requirements Trending, Release — Shows statistics on how the statuses of the requirements associated with the selected release or all releases have changed in the past 14 days.

  • Manual Test Case Trending — Shows statistics on how the statuses of the test cases in the current project have changed in the past 14 days.

  • My Test Cases by Status — Drillable. Shows all test cases assigned to the currently logged in user across all projects, sorted by status.

    On the drill-down screen, the information on all relevant test cases is shown in the table format.

  • Test Cases by Assignee — Drillable. Shows how many test cases in the current project are assigned to specific users.

    On the drill-down screen, the information on all relevant test cases is shown in the table format.

  • Test Cases by Group — Drillable. Shows how many test cases in the current project belong to specific groups.

    On the drill-down screen, the information on all relevant test cases is shown in the table format.

  • Test Cases by Owner — Drillable. Shows how many test cases in the current project have specific owners.

    On the drill-down screen, the information on all relevant test cases is shown in the table format.

  • Open Test Case Trending - Past 14 months — Shows how a number of test cases in the current project have changed in the past 14 months.

  • Test Cases by Status — Drillable. Shows how many test cases in the current project remain in specific statuses.

    On the drill-down screen, the information on all relevant test cases is shown in the table format.

  • Defect Trending by Folder — Shows statistics on how the statuses of the defects in the selected folder or all folders have changed in the past 14 days.

  • Defect Trending by Release — Shows statistics on how the statuses of the defects associated with the selected release or all releases have changed in the past 14 days.

  • Defects by Assignee, Release — Shows how many defects associated with the selected release or all releases are assigned to specific users.

    On the drill-down screen, the information on all relevant defects is shown in the table format.

  • Defects by Priority, Folder — Drillable. Shows how many defects in the selected folder or all folders have specific priorities.

    On the drill-down screen, the information on all relevant defects is shown in the table format.

  • Defects by Priority, Release — Drillable. Shows how many defects associated with the selected release or all releases have specific priorities.

    On the drill-down screen, the information on all relevant defects is shown in the table format.

  • Defects by Requirement, Release — Drillable. Shows how many defects associated with the selected release or all releases are linked to specific requirements.

    On the drill-down screen, the information on all relevant defects is shown in the table format.

  • Defects by Severity, Folder — Drillable. Shows how many defects in the selected folder or all folders have specific severity statuses.

    On the drill-down screen, the information on all relevant defects is shown in the table format.

  • Defects by Severity, Release — Drillable. Shows how many defects associated with the selected release or all releases have specific severity statuses.

    On the drill-down screen, the information on all relevant defects is shown in the table format.

  • Defects by Status, Folder — Drillable. Shows how many defects in the selected folder or all folders remain in specific statuses.

    On the drill-down screen, the information on all relevant defects is shown in the table format.

  • Defects by Status, Release — Drillable. Shows how many defects associated with the selected release or all releases remain in specific statuses.

    On the drill-down screen, the information on all relevant defects is shown in the table format.

  • My Defects by Status (Active Projects) — Drillable. Shows all requirements assigned to the currently logged in user across all active projects, sorted by status.

    On the drill-down screen, the information on all relevant defects is shown in the table format.

  • Open Defects Trending - Past 14 months — Shows how a number of open defects in the current project have changed in the past 14 months.

  • Defect Severity Trending by Folder — Shows statistics on how the severity of the defects in the selected folder or all folders has changed in the past 14 days.

  • Defect Severity Trending by Release — Shows statistics on how the severity of the defects associated with the selected release or all releases has changed in the past 14 days.

  • Agile Task Burndown

  • Agile Task Resource Allocation by Assignee — Shows the distribution of actual, estimated, and remaining estimated hours for working on the agile tasks of the current project between specific users.

  • My Slipping Agile Tasks (Active Projects) — Drillable. Shows all active agile tasks assigned to the currently logged in user across all projects.

    On the drill-down screen, the information on all relevant agile tasks is shown in the table format.

  • Slipping Agile Tasks by Assignee — Drillable. Shows active agile tasks in the current project, sorted by assignee.

    On the drill-down screen, the information on all relevant agile tasks is shown in the table format.

  • Release Status — Shows the estimated and actual hours percentage for each release in the current project.

  • Release Velocity Monthly Velocity — Shows how the amount of actual, estimated, and remaining estimated hours for all releases of the current project has changed monthly.

  • Release Velocity - Past 2 weeks — Shows how the amount of actual, estimated, and remaining estimated hours for all releases of the current project has changed in the past 2 weeks.

  • Resource Allocation by Assignee — Shows the distribution of actual, estimated, and remaining estimated hours for working on the releases of the current project between specific users.

  • Release Burndown

  • Tests by Last Run Status — Drillable. Shows all tests in the current project, sorted by status.

    On the drill-down screen, the information on all relevant tests is shown in the table format.

  • Test Library by Assignee — Drillable. Shows all the Test Library tests in the current project, sorted by assignee.

    On the drill-down screen, the information on all relevant tests is shown in the table format.

  • Test Runs by Assignee — Drillable. Shows all test runs in the current project, sorted by assignee.

    On the drill-down screen, the information on all relevant test runs is shown in the table format.

  • Test Runs by Configuration — Drillable. Shows all test runs in the current project, sorted by the configuration used to run the test.

    On the drill-down screen, the information on all relevant test runs is shown in the table format.

  • Test Runs by Requirement — Shows all test runs in the current project, sorted by linked requirement.

  • Test Runs by Test Set — Drillable. Shows all test set runs in the current project.

    On the drill-down screen, the information on all relevant test set runs is shown in the table format.

  • Test Library Runs by Folder — Shows all test runs in the current project, sorted by the folder the related tests are located in.

  • Test Set Runs by Folder — Shows all test set runs in the current project, sorted by the folder the related test sets are located in.

  • Test Execution Progress — Shows the execution progress of the tests in the current project.

  • Test Set % Complete — Shows the execution progress of the tests in test sets. Includes only tests in the Awaiting Run and Complete statuses.

    On the drill-down screen, the information on all relevant test set runs is shown in the table format. Use hyperlinks to navigate directly to the Test Runner with the test set opened.

  • Tests Assigned to Me — Shows the test runs for tests assigned to the currently logged in user, sorted by status.

    On the drill-down screen, the information on all relevant test set runs is shown in the table format. Use hyperlinks to navigate directly to the Test Runner with the test set opened.

  • Test Runs by Release — Shows all test runs in the current project, split between releases, sorted by status.

  • Test Set Runs by Release — Shows all test set runs in the current project, split between releases, sorted by status.

  • Test Set by Last Run Status — Shows all test set runs in the current project, sorted by status.

    On the drill-down screen, information on all relevant test sets is shown in a table format.

  • Test Execution Burndown — Shows the burn down statistics on tests and test sets associated with a specific release (sorted by actual and planned dates).

    On the drill-down screen, information on all relevant tests and test sets is shown in a table.

  • Test Run Trends — Shows how the number of passed, failed and running tests changes over time.

  • Test Trending by Last Run Status — Shows the last test run status for each test run day.

See Also

Team Task Board
Home Screens

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