Advance Query Reports
Note
Insight module is visible only if the user has the View and Modify rights for Insight.
Advance Query Reports of Insight is designed for technical users with SQL knowledge who can write SQL queries and generate custom reports. The Advance Query view gives more power and flexibility to the users by providing them the ability to create custom reports by writing basic to complex SQL statements.
The interface is divided into two main sections. The left panel contains a list of tables and their fields, representing consolidated data needed for reporting. This data is accessible in just 15 tables which are synced in real-time. For making the query creation easier the names of the tables have a resemblance with test assets and different modules.
Understanding Screen Layout
The Insight module consists of the Query Builder.
The screen is divided into four parts:
A. View Report Schema DB Tables
B. Query Builder
C. Filter panel
D. Result panel
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Report Database Schema or Entity Relationship Diagram
The following is the database schema to view the entity-relationship diagram for advanced query reports.
Insight lists tables and their fields on the left panel. The panel contains the consolidated data in 15 tables which are synced in real-time. For making the query creation easier, the names of the tables have resemblance with test assets and different modules.
In Requirements and Issues tables, field names having "Jira" as prefix are renamed with “Ext” prefix.
| Fields with this icon indicate the Type - varchar. |
| Fields with this icon indicate the Type - bigint or int. |
| Fields with this icon indicate the Type - text. |
| Fields with this icon indicate the Type - datetime. |
Expanding the table displays all associated fields in it. Hover over the fields to display the field's Type and Size.
Here is a quick overview of tables available as part of the report schema and the kind of data stored on it:
Table Name | Details |
issues | Details of and external issues. |
issuecycle | Details of cycles associated with issues. |
issueextudf | Details of custom fields of external tracker mapped with the Issue module. The table is available only if you have opted for the Advanced Reports App. |
requirementissue | Details of issues linked with requirements. |
requirementextudf | Details of custom fields of external tracker mapped with the Requirement module. The table is available only if you have opted for the Advanced Reports App. |
requirementreleasecycle | Details of release and cycle associated with a requirement version. |
requirements | Details of and Jira requirements. |
requirementtestcase | Details of Testcases linked to requirements. |
testcaseissue | Details of issues directly linked with test cases without execution. The table is provided to enable the creation of reports containing defects linked directly to the test case. |
testcasereleasecycle | Details of release and cycle associated with a test case version. |
testcases | All the test case details. |
testcasetestsuite | Details of test cases linked with test suites. |
testexecutionissue | Details of issues found during executions. |
testexecutions | Testcase execution details. |
teststepexecution | Execution details of a Test case - steps. |
teststeps | All the details of test case - steps. |
testsuitereleasecycle | Details of release and cycle associated with test suites. |
testsuites | All the test suites details. |
users | All the details of users. All ids like createdBy, owner, executed by, etc will be mapped with `users` table to get the username, userAlias, fisrtname, lastname etc. |
If you have opted for the Advanced Reports App
Custom Fields (of Requirements and Issue modules) which are mapped to Jira, Rally, or Azure, appears in Insight tables when the Sync fields to Reports feature is enabled on the Integrations tab within the Integration module. Additional tables related to User-Defined Fields (UDFs) will also be displayed.
External custom fields mapped to the Issue module are included in the
issueextudftable.External custom fields mapped to the Requirement module are included in the
requirementextudftable.
For example, an external custom field "Release Reference" is mapped to the Requirement module in the Integrations tab under , and the sync feature is enabled, it is displayed as “ext_release_reference" in the requirementextudf table.
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If you have not opted for the Advanced Reports App
Custom Fields (of Requirements and Issue modules) which are mapped with Jira, Rally and Azure will not be displayed in Insight tables. Only Fields data and external tracker System Fields data which are synced will be available for generating reports.
Query Builder
Query Builder allows you to write SQL statements like SELECT statements. While writing a query the query builder auto-suggest field names when the user inserts the table name and enters a dot (.), the field names of that tables are auto-suggest.
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In case of a syntax error in a query, the query builder provides an ability to identify the error through the SQL Syntax Validator as shown in the below image.
Note
SELECT * clause is not allowed. Column names need to be specified in the select statement.
UPDATE and DELETE queries are not allowed.
Group By can be applied to custom fields as well as system fields of type text, which includes lookup, multi-lookup, etc. Custom fields include of custom fields and external tracker fields that are synced to Insights.
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Gadgets, apart from tables, are generated on 500 records.
While creating queries, during execution the query will return just the first 500 records. However, all data is available in the reports export.
By default, the latest test execution status for uncovered test cases is shown as "null." To display a status other than "null" for such uncovered test cases, use the COALESCE function in the query with the following syntax:
COALESCE (<fieldname>,'<statusvalue>')
Where, fieldname=testcases.latestExecutionStatus and status = the value that you want to print instead of "null"
For example,
COALESCE (testcases.latestExecutionStatus,'UnCovered')
The following query shows the usage of the COALESCE function in the query.
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Custom Fields (of Requirements and Issue modules) mapped with Jira and Azure are not displayed in Insight tables. Only Fields data and Jira System Fields data which are synced will be available for generating reports.
The test asset key becomes clickable on the report if the column name contains the keyword (i.e. Entity Key), in any of the formats like - "entity key" or "entityKey" or "entity-key" or "entity_key" in it.
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Adding Filters
Filter reports based on projects and folders. The system-pre-defined folder browse option allows users to filter custom reports based on folder structure, supporting both parent and subfolder selection. This feature is available for Requirements, Test Cases, and Test Suites, and functions only when a single project is selected.
To fetch data from a specific folder, an equal (
=) operator must be used. For example:
SELECT requirements.entityKey, requirements.folderPath FROM requirements WHERE requirements.projectID = @filter.Project AND requirements.rqFolderID = @filter.RequirementFolder
To retrieve data from subfolders, the
INoperator should be applied. For example:
SELECT requirements.entityKey, requirements.folderPath FROM requirements WHERE requirements.projectID = `@filter.Project` AND requirements.rqFolderID IN (`@filter.RequirementFolder`)
Scenario 1: Single Project Selection:
Select a single project in the project filter. The folder filtering option remains available, allowing further refinement of the report based on the folder structure.
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Scenario 2: Multi-project Selection
Select multiple projects. The folder filtering option becomes disabled, preventing further filtering based on folder structure.
Refer to the attached link for more details on - System Filters Available For Query .
Gadget Charts
On the Result panel, select the report type to preview the report.
Saving Gadgets
Write a query and run it to generate the report. Different types of charts can be generated and then added as a report to dashboard using button.
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The gadget will be added to Custom Gadget section.
Modify Chart Colors
Advance SQL Query provides an ability to generate custom reports with the required fields or values.
Let’s take an example of a Stacked Bar Chart report.
Step 1: Create a Custom Report
Report: Generate a bar chart that displays the Count of the test cases by status over priority.
SQL Query
Count Of Test Cases by Status Over Priority
SELECT count(1) as "Test Case Count", COALESCE(testcases.priority, 'No Priority') as "Test Case Priority", COALESCE(testcases.testCaseStatus, 'No Status') as "Test Case Status" FROM testcases WHERE testcases.projectID in (`@filter.project`) GROUP BY testcases.priority, testcases.testCaseStatus
Query Output
By default, it gives you output in tabular format. You can modify the output format by switching to the available chart types from the table. In our case, we will switch it to the Bar Chart.
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Adjust the Columns based on the requirement to Label, Data and Cross Tab sections.
Label always holds a single Test entity field with any value.
Multiple Test entity field on Data creates a stacked chart; Data always contain fields with numeric values.
Cross Tab field will help to create a Group Stacked chart.
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Step 2: Modify Chart Colors
The Chart Settings icon is provided with each type of chart that allows you to customize the appearance of the graph. You can customize the chart colors of your choice based on legends used in the chart along with a feature to enable/disable the legends as required; here’s how you can do it.
Click the Cog icon on the graph. It opens the Chart Settings panel.
Customize the color of the legends as per your requirement.
Show or hide the legends on the graph by enabling or disabling the Visible settings.
Show or hide the axis labels on the legends by enabling or disabling the Visible settings.
Click on the “Reset All” option under the Colors section to revert the changes (it will reset the colors to system-defined colors).
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Colors of Execution Status used as legends appear as they set in Customizations. You can not modify the colors from chart settings as the option remains grayed out for execution status (refer to the attached screenshot).
Edit Gadgets
The gadgets created under Advance Query Reports can be edited from the Custom Gadget.
1. Open the My Gadget tab.
2. Click on the Edit icon for the gadget that you want to edit. It navigates you to the Advance Query Reports (SQL query builder view) of the QMetry Insight module.
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Exporting Gadget Data
The excel file can contain maximum 1000000 records in one time export. Individual Gadget data can be exported into CSV with the same limit.
You can download the chart image in PNG, JPEG, SVG Vector, and PDF formats.
Export All Data: It will schedule the Export Report task. You can see the scheduled job in the Scheduled Task section and download the report in CSV. This will be a detailed report.
Export column Data in XLS: It will immediately download the details of the Chart Data Table (tabular details) in XLS.
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You can also export all the custom dashboard gadgets through the API call.
Best Practices
Rights to write custom queries must be provided only to those users who have knowledge of writing SQL queries and can access any data, as there is direct access to all data in Report Schema DB.
The custom SQL queries must always include a project filter specified as : @FILTER.PROJECT. This will prevent the recipients of the shared report gadgets from inadvertently viewing data from other projects that they do not have access to.
The custom SQL report queries after creation must be run and saved against a Sample Project, so that the report does not load with the data of an un-intended project.
The Report DB has tables like testcase, testexecutions, etc. which now only have user IDs instead of the actual information of the users. This information should be queried by writing an SQL Join with user IDs from `users` table now available in the Report DB schema.
















