Custom Reports allow you to generate meaningful insights from your testing data using flexible datasets, filters, dimensions, and metrics. These reports help teams analyze progress, quality, and trends effectively.
Where to Find Custom Reports
Custom Reports are available under the Reports menu for all the members of a project.
Report Datasets
Every custom report is based on a dataset. Currently, TestCollab supports the following datasets:
Test Cases
Test Plans
Executions
Each dataset provides its own set of filtering options and reporting capabilities.
Filters
Filters help you narrow down the data included in your report. Available filters depend on the selected dataset.
Test Cases Filters
Created date
Updated date
Last run date
Test Plans Filters
Created date
Updated date
Last run date
Start date
End date
Executions Filters
Created date
Updated date
Run date
Dimensions
Dimensions define how your data is grouped in a report.
Includes default fields as well as custom fields
Forms the basis of both graphical and tabular views
Helps segment data meaningfully (for example, by status, priority, or custom attributes)
ℹ️ You can select up to 3 dimensions for a report.
Metrics
Metrics represent the actual calculated results shown in the report.
Calculated based on:
Selected dataset
Applied filters
Chosen dimensions
Examples include counts, sum, average or other computed values
ℹ️ You can select up to 2 metrics per report.
Visibility
Each report can have one of the following visibility settings:
Private (default)
Accessible only to the user who created and saved the report
Public
Accessible and runnable by all members of the project
Choose the visibility carefully based on who should access the report.
Running a Report
Use “Run Report” to
Generate a new report,
Viewing a saved report after it is loaded,
See effect of changes to any of the parameters
💡 Tip: You can also use the Refresh button to run a report.
Report Output Formats
Once generated, reports are available in two formats:
Graphical View
Displayed as a bar chart
X-axis: Selected dimensions
Y-axis: Calculated metrics
Tabular View
Displays data in rows and columns
Number of rows and columns are based on selected dimensions and metrics
Report Limitations
Custom Reports currently have the following limits:
Maximum date range for filters: 12 months
Maximum dimensions: 3
Maximum metrics: 2
Maximum rows in tabular view: 5,000
Maximum categories in charts: 25
Saving and Managing Reports
Any member of a project can generate (run) a new report or access public reports saved by others.
Saving a Report
A report can be saved by assigning it a name
Saved reports can be reused anytime
Accessing Saved Reports
Available in:
A dropdown at the top of the Custom Reports page
The Saved Reports section at the bottom
Pin Reports to Project Dashboard
You can now pin saved custom reports directly to the Project Dashboard for quick access and continuous monitoring.
Pinning a report allows you to keep important insights visible at all times, helping you track what matters most to your workflow without needing to run the report manually each time.
How It Works
Only saved reports can be pinned
Once pinned, the report appears on the Project Dashboard
The dashboard displays the report for easy and quick reference
Benefits
Improved visibility of key metrics
Faster access to important insights
Better tracking of project-specific data
This feature provides greater flexibility in monitoring your testing progress and ensures that critical data is always within reach.
Updating, Cloning, or Deleting Reports
For any previously saved report, you can:
Update the report
Clone the report
Delete the report
While updating any or all parameters (dataset, filters, dimensions, metrics, visibility) can be modified.
💡 Tip: If a saved report is already loaded and you want to start working on a new report, click the cross button in the saved reports dropdown at the top.