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Report Builder

The Report Builder lets you compose a custom report by picking a data source, then choosing dimensions to group by, metrics to measure, and a chart type to render. It sits alongside the pre-built reports on the project's Reports page.

Data Sources​

SourceWhat it covers
Test ExecutionTest results across runs (status counts, pass rates, elapsed times)
Repository StatsCases in the project's test repository (counts, automation status, custom fields)
User EngagementPer-user activity across the project (executions, sessions, results)
Project HealthProject-level health metrics (pass rates, churn, recent activity)
Session AnalysisExploratory testing sessions (durations, findings, executions)
Issue TrackingLinked external issues and their associated test cases

Workflow​

  1. Open the project's Reports page.
  2. Switch to the Custom Reports tab.
  3. Pick a Report Type — this determines the available dimensions and metrics.
  4. Choose Dimensions to group by (e.g., assigned user, priority, week ending). You can stack multiple dimensions; the dimension order controls the grouping hierarchy.
  5. Choose Metrics to measure (e.g., Test Results count, Pass Rate, Average Elapsed Time).
  6. Apply any Filters (date range, tags, custom fields).
  7. Pick a Chart Type — bar, line, pie, or table.
  8. Click Run Report.

Results are paginated and the columns are sortable.

Drill-Down​

The Report Builder supports interactive drill-down on every metric cell. Click any metric value in a report table to open a drawer showing the underlying records that contributed to that value.

How It Works​

  1. Click any metric cell in a report row.
  2. The drawer slides in from the right with:
    • Metric name being explored
    • Applied filters summary (dimension values, dates)
    • Total record count
    • For pass rates: status breakdown with colored indicators and the calculated percentage
    • Export to CSV button
  3. The drawer shows a table with clickable links to view individual records in context.
  4. Scroll to load more records (50 at a time).

What You Can Drill Into​

Test Execution Metrics:

  • Test Results count — view individual test executions with details
  • Pass Rate — see pass / fail breakdown with status distribution
  • Average Elapsed Time — view test executions with their durations
  • Total Elapsed Time — see all executions contributing to the total

Test Case Metrics:

  • Test Case Count — view repository cases with metadata
  • Automated / Manual Counts — see breakdown by automation status
  • Average Steps — view test cases with step counts
  • Automation Rate — see which cases are automated vs. manual

Test Run Metrics:

  • Test Run Count — view runs with status and progress
  • Milestone Test Cases — see cases included in milestone runs

Session Metrics:

  • Session Count — view exploratory testing sessions
  • Session Duration — see sessions with time spent
  • Session Results — view findings and outcomes

Other Metrics:

  • User activity metrics
  • Milestone progress details
  • Issue counts and details

Folder Drill-Down​

When a report is grouped by Folder with Include Descendants enabled, drilling into a folder cell resolves to all cases in that folder's subtree — not just direct children — so the drawer matches what the rolled-up metric was actually measuring.

Sharing​

A custom report's configuration (data source, dimensions, metrics, filters, chart type) is captured in the URL, so any Share Link you create encodes the exact view your audience will see. See Share Links for share modes and access control.