Forum Discussion

iz's avatar
iz
Frequent Visitor
28 days ago

How to generate custom reports in Zephyr Scale filtered by folder, status, and label

Hi everyone,

We have 4 teams, each maintaining their own test folder in Zephyr Scale.
Every test case in these folders is accurately tagged with:

Statuses:

  • In Progress
  • Completed
  • Manual
  • Blocked

Labels:

  • API_AUTOMATION
  • UI_AUTOMATION
  • MANUAL_TESTING

What I need:

  1. Select a specific team’s folder.
  2. Generate status-based reports (e.g., Automated vs Manual percentage).
  3. Generate coverage reports (e.g., API vs UI coverage based on labels).

Important notes:

  • I’m not looking for execution results.
  • I want to report on existing test cases and their current status/labels.
  • I’ve tried Test Execution Results (List) and Summary reports with advanced filtering, but none give me the desired breakdown.

Question:
What’s the best way to customize or create a report in Zephyr Scale to achieve this?
Is there a way to combine folder filter with status and label filters for a non-execution-based test case report?


Thanks in advance for any guidance.

Zephyr Scale Cloud

1 Reply

  • MisterB's avatar
    MisterB
    Icon for Champion Level 3 rankChampion Level 3
    25 days ago

    Unfortunately at this time Cloud users do not have access to Library reports like this.  I have discussed this gap with Smartbear and believe they are considering.

    If you're looking for a Scale report solution there isn't a lot of options because most reports are execution based, but the Traceability reports are not dependent on executions and will at least return a list of test cases.  So you could potentially create your reports for each scenario you want to track, then save and re-run those to see a list of test cases that falls into each criteria, e.g. Test Cases in folder X with no labels; Test Cases in folder X with no label MANUAL_TESTING, etc.

    For reports that you want to keep and re-run or circulate, I follow this method:

    1. Create the report
    2. Copy & Paste the URL into a text editor (Notepad, Email, Word, etc.)
    3. Find this text in the URL "epicJQL=&title=Traceability%20Report&" and replace the default report name with one of your choice, e.g. "epicJQL=&title=Test Cases in folder X missing a label&".  Note: you don't have to add %20 to represent a spacebar characters.
    4. Copy the amended URL back into your browser and hit return/enter and check that your report title has been updated
    5. Save your URL as a Favourite and/or circulate to your team/stakeholders
    6. You can add your reports into your browser's start feature so they load automatically - I find this useful for catching errors

    The other alternative open to you is to use the API, or export your test case data to Excel.

    Hope this helps.