Reports

As of version 0.3.1 QATrack+ has a tool for generating and scheduling reports in PDF/Excel/CSV formats. To access the tool, select the Reports option from the Trends & Analysis menu.

Permissions Required

Generating reports requires a user to have the “Can Run Reports” or “Can Create Reports” permission set on their account.

Available Report Types

The report types currently available in QATrack+ are:

  • General:

    • QC Summary: This report lists all Test List Instances from a given time period for selected sites, units, frequencies, and groups.
    • Test List Instances: This report includes details for all Test List Instances from a given time period for a given Unit Test List (Cycle) assignment.
    • Test Instance Values: This report shows QC test values for select tests/units.
  • Scheduling:

If there are other reports you would like to see please file an issue For custom reporting please submit an issue on BitBucket.

Creating a New Report

On the left hand side of the page you will find the Report Configuration area:

Configuration options for a new report.

Configuration options for a new report.

The fields in this are as follows:

Currently editing / Clear Report / Delete Report:

This field will display New Report when creating a new report, or the name of the saved report currently being edited.

In order to clear the current report, click the X button to the right of the Currently editing field.

In order to delete the current report, click the trash can button to the right of the Currently editing field. A popup will be displayed asking you to confirm the deletion.

Title
Give your report a descripitive title
Report Type
Select the Report Type you wish to generate.
Report Format
Select the format you would like your report to be generated as. Most reports are available as PDF, CSV, or Excel however, some may only be available in a subset of these formats (e.g. the Test Instance Values is only available in CSV/Excel formats.
Visible To
When you save a report, you can optionally choose to have that report visible to others. Select the groups you want to share your report with in this field, or leave blank to keep the report private.
Signature
If you check this option, there will be a placeholder for a signature and the current date included at the end of PDF reports.

Report Filters

Most of the reports have either optional or required filters which you can apply before generating a preview or downloading your report. Please see the individual report descriptions for explanations about what filters are available on each report.

Previewing, Saving, or Downloading a Report

Underneath the Report Filters section are buttons for saving, downloading, and previewing your report.

Buttons for dowloading, saving, or previewing a report.

Buttons for dowloading, saving, or previewing a report.

Once you have set up the filters required for your report, you can generate an online preview (only available for reports which have a PDF Report format option.). You can generate an online preview of your report by clicking the Preview button. The report will be generated on the QATrack+ server and then displayed for you in the Report Preview area.

Clicking the Download button will allow you to download the report in your desired format, while clicking the Save button will add this report to your saved reports which are available for future use in the Saved & Scheduled Reports section on the right hand side of the Reports page.

Loading a Saved Report

On the right hand side of the screen on the Reports page you will find the Saved & Scheduled Reports section which contains a table of all your previously saved reports:

Saved & Scheduled Reports area

Saved & Scheduled Reports area

To load a previously saved report, click on the title link of the report in the Report column of the table. The report will then be loaded and you can preview it, download it, or edit its configuration and save it again.

Scheduling a Report

In order to schedule a report for delivery you first need to Save it. Then, in the Saved & Scheduled Reports area, click the calendar icon beside the report you want to schedule:

Click the calendar icon to schedule your report.

Click the calendar icon to schedule your report.

This will bring up a dialogue with a scheduling form for you to fill out. The fields in this form are as follows:

Schedule (required)
Set a recurrence rule for the days that you would like your report sent.
Time of Day (required)
Set the time of day you would like the report emailed.
Groups (optional)
If you want the report delivered to one or more user groups, select those here.
Users (optional)
To have the report delivered to individual users, select them here
Extra recipient emails (optional)
Add any additional emails you would like this report sent to.

Once you have set the schedule and recipients, click the Update Schedule button and then click Close.

Setting the schedule and recipients for a report.

Setting the schedule and recipients for a report.

Editing or Clearing the Schedule and/or recipients for a Report

To edit or clear the schedule for a report, click on the Edit Calendar icon next to your report.

Click the edit calendar icon to schedule your report.

Click the edit calendar icon to schedule your report.

You can then adjust the recipients and/or schedule for your report and click Update Schedule and then Close.

To clear the schedule for a report open the scheduling dialogue and click the Clear Schedule button and then click Close.

Deleting a Saved Report

In order to delete a saved report, first load the report then click the trash can icon next to the Currently Editing field:

Click the trash can icon to delete your report.

Click the trash can icon to delete your report.

Report Type Descriptions & Options

General

QC Summary

An example QC Summary report

An example QC Summary report

This report tabulates all completed Test List Instances from a given time period for selected sites, units, frequencies, and groups.

The filters available for this report are:

Work Completed (required)
Select the period you want to include Test List Instances from.
Site (optional)
Filter your results to one or more Site’s, you can select them here.
Unit (optional)
Filter your results to one or more Unit’s, you can select them here.
Frequency (optional)
Filter your results to those scheduled with a specific frequency (e.g. Monthly).
Assigned To (optional)
Filter your results to those assigned to a specific group.

Test List Instances

An example Test List Instance report

An example Test List Instance report

This report includes details for all Test List Instances from a given time period for a given Unit Test List (Cycle) assignment.

The filters available for this report are:

Work Completed (required)
Select the period you want to include Test List Instances from.
Test List (Cycle) Assignment (required)
Select the Test List Unit Assignments that you want to include in this report.

Test Instance Values (Excel/CSV only)

An example Test Instance Value report

An example Test Instance Value report

This report shows QC test values for selected tests/units.

The filters available for this report are:

Work Completed (required)
Select the period you want to include Test values from
Test (required)
Select the test you want to generate a report for
Site (optional)
Filter your results to one or more Site’s, you can select them here.
Unit (optional)
Filter your results to one or more Unit’s, you can select them here.
Organization (required)

Select how you want your results organized.

  • One Test Instance Per Row: Only include a single value per row in the spreadsheet
  • Group rows by tests that are performed on the same unit, on the same date.

Scheduling

Next Due Dates for QC

An example Next Due Dates report

An example Next Due Dates report

This report shows QC tests whose next due date fall in the selected (future) time period.

The filters available for this report are:

Time Period (required)
Select the period you want to include due dates for.
Assigned To (optional)
Filter your results to those assigned to a specific group.
Site (optional)
Filter your results to one or more Site’s, you can select them here.
Unit (optional)
Filter your results to one or more Unit’s, you can select them here.

Due and Overdue

An example Due & Overdue report

An example Due & Overdue report

This report shows QC tests which are currently due and overdue.

The filters available for this report are:

Assigned To (optional)
Filter your results to those assigned to a specific group.
Site (optional)
Filter your results to one or more Site’s, you can select them here.
Unit (optional)
Filter your results to one or more Unit’s, you can select them here.