Overview

Dashboards are a feature designed to provide you with a comprehensive understanding of their projects through statistical and analytical data.

You can create as many dashboards as you need, and each dashboard is fully customizable and can be shared with team members or external stakeholders with just a few clicks.

The Get Started Dashboard

The Get Started Dashboard is designed to let you dive right into your analytics and customize as you go.

Setting up a dashboard from scratch can be time-consuming and overwhelming, especially when managing multiple projects and teams. To simplify this process, your workspace includes a Get Started Dashboard, providing an immediate overview of your team’s work.

This dashboard is automatically added to your workspace and comes included by default when you sign up. It features the most-used widgets from QA teams across the industry.

The Get Started Dashboard offers:

Pre-Configured Widgets: Includes essential widgets that draw data from all projects in your workspace, offering a comprehensive view of your team’s activities.
Instant Insights: Provides analytics without needing initial setup.
Customizability: Allows you to:
- Filter data based on various parameters.
- Remove or add widgets to customize the view.
- Change the dashboard name to better reflect its purpose.

Creating a dashboard

If you prefer to build a dashboard from scratch to meet specific needs or preferences, let’s explore how you can create a custom dashboard tailored to your requirements.

First off, give your dashboard a Title [1] (mandatory) and add a brief description [2]:
Next up, choose the dashboard visiblity [3]: you can keep it private to yourself or make it public for the entire team to use:
Finally, pick projects to base your dashboard on. If you select “All projects,” the dashboard will gather data on all projects available to you. You can also choose just one project or any selection of projects to feed the data into your dashboard. If a dashboard is made public, every user will only see data regarding the projects they have access to.

Once configured, you can always go back to editing your dashboard’s parameters via the Settings button:

A dashboard with the Settings button in the top-right corner highlighted

Dashboard Filters

Dashboard filters let you refine widget data and focus on the specific information that matters most to your team.

Depending on the widget type, you can filter data using different system fields (such as Priority, Severity, Status, Suite, Tags, etc.) and supported custom fields.

Adding a filter to a dashboard widget to narrow the data it shows

Compare metrics across different projects / time periods

To gain a comprehensive understanding of your projects’ performance, you can compare various metrics across different projects or time periods using the diverse widget types available.

Easily duplicate widgets, to view the same metric across different projects

Duplicating a widget so the same metric can be viewed for a different project

**Identify Trends: Track changes in metrics such as test case counts, defect statuses, or test results over selected time periods, and compare these trends across multiple projects to spot patterns or anomalies.

**Analyze Project Performance: Use widgets like Time Series and Distribution Charts to assess the performance and distribution of metrics across different projects, helping to pinpoint strengths and areas for improvement.

**Benchmark Against Standards: Utilize Single Value widgets to compare current metrics with historical data, providing insight into whether your projects are meeting predefined benchmarks or goals.

Widgets: Types

When you are ready to begin adding widgets. hit the “+Add widget” button:

The “+ Add widget” button in the dashboard toolbar, highlighted

The Add widget modal, listing widgets grouped By entity and By type

Several widgets are available; in the modal window, they are broken down into two groups: “By Type” and “By Entity”.

In the Entities group, you can find widgets related to each specific entity - there are widgets for test cases, test runs, test results, defects, requirements, and custom fields.

Type grouping collects different types of widgets:

*Single Value*	a single value chart shows a single value that represents the current state of the entity. This chart type answers the following question: “How many artifacts do we have at the moment?“.
*Timed Value*	a timed value chart shows a cumulative sum of events that happened to some entity. This chart answers the following question: “How many artifacts have been created this day/week/month?”.
*Distribution charts*	this chart shows the current distribution of various test case properties or custom field values.
*Time-series*	a time-series chart shows values for a specific entity over a selected period of time.
*Table*	data is presented in a table format, with an option to display select columns.

Let’s have a closer look at each of the widgets available.

Single Value

Single Value: Test Cases Count

This widget shows the number of test cases you have in a project or projects at the moment and how it has increased or decreased over the specified time period.

Single Value: Opened Defects Count

This widget shows the number of defects you have in a project or projects at the moment and how it has increased or decreased over the specified time period.

Single Value: Active Test Runs Count

This widget shows the number of active test runs you have in a project or projects at the moment and how it has increased or decreased over the specified time period.

An Active test runs count single value widget

Single Value: Requirements Count

This widget shows the number of requirements you have in a project or projects at the moment and how it has increased or decreased over the specified time period.

A Requirements count single value widget

Single Value: Suite Count

This widget shows the number of suites you have in a project or projects at the moment and how it has increased or decreased over the specified time period.

Single Value: Open Review Requests

This widget shows the number of open (unprocessed) review requests you have in a project or projects at the moment and how it has increased or decreased over the specified time period.

An Open review requests single value widget

Single Value: Test Cases Automation Ratio

This widget shows the percentage of automated test cases you have in a project or projects at the moment and how it has increased or decreased over the specified time period. It is based on an “Automation Status” property of test cases.

A Test cases automation ratio single value widget, shown as a percentage

Single Value: Flaky Test Cases Count

This widget shows the number of flaky test cases you have in a project or projects at the moment and how it has increased or decreased over the specified time period. It is based on an “Is Flaky” property of test cases.

A Flaky test cases count single value widget

**NB: You can select the benchmark time period in the widget settings for all Single value widgets.

Choosing the benchmark time period in a single value widget's settings

Timed Value

Timed Value: Test Cases Events

This widget shows the number of test cases that have been created, updated, or deleted in a project/projects over a specified period of time, and how this number has increased or decreased over a specified period of time.

Timed Value: Defects Events

This widget shows the number of defects that have been created, updated, or deleted in a project/projects over a specified period of time, and how this number has increased or decreased over a specified period of time.

Timed Value: Test Results Events

This widget shows the number of specific test results that have been submitted during test runs in a project/projects over a specified period of time, and how this number has increased or decreased over a specified period of time.

A Test results events timed value widget

Timed Value: Test Run Events

This widget shows the number of test runs that have been created, completed, or aborted in a project/projects over a specified period of time, and how this number has increased or decreased over a specified period of time.

**NB: The type of event (created/completed/aborted) and the time range can be selected in the widget settings for all Timed Value widgets.

Widget settings for a timed value widget, with the Data to display and Period fields

Distribution Chart

A dashboard of Distribution widgets, the same data drawn as a donut and as a bar chart

Distribution Chart: Test Case Property Distribution

This chart shows the distribution of test cases by one of their properties. It can be represented as either a donut graph or a bar graph. Available properties are Status, Type, Behavior, Priority, Severity, Automation, and Layer.

Widget settings with the Property list open on Priority, Severity, Type, Behavior, Status, Automation status and Layer

Widget settings with the Representation list open on Pie and Bar

A test case type distribution as a bar chart and a test case automation distribution as a donut

Distribution Chart: Custom Field Values Distribution

This chart shows the distribution of test cases by one of its custom field values. It can be represented as either a donut graph or a bar graph. Supported Custom Field data types are Select List (Single/Multi), Radiobutton, and Checkbox.

Widget settings for a custom field distribution, with the field chosen and Pie representation

A custom field's values distribution shown as a donut and as a bar chart

Time Series

Time Series: Test Cases Count

This graph shows the number of test cases as of the current day as well as how it has been changing over the specified period.

Time Series: Test Cases Events

This graph shows the number of test case events (creation, updates, or deletions) as of the current day as well as how it has been changing over the specified period.

Time Series: Test Cases Automation Ratio

This graph shows how many automated test cases you have in a project or projects at the moment and how these numbers have been changing over time. It is based on an “Automation Status” property of test cases.

A Test cases automation ratio time series graph

Time Series: Test Cases Automation Velocity:

This graph shows how quickly your test cases with a “To Be Automated” status have been automated and how these numbers have changed over time. It is based on an “Automation Status” property and only applies to the automation statuses “To Be Automated” and “Automated.”

A Test automation velocity time series graph

Time Series: Flaky Test Cases Count

This graph shows the number of flaky test cases and how these numbers have been changing over time. It is based on an “Is Flaky” property of test cases.

A Flaky test cases count time series graph

Time Series: Test Results Events

This graph shows the number of test results recorded (creation, updates, or deletions) as of the current day as well as how it has been changing over the specified period and which results were recorded.

**NB: You can select the “Period” and “Dimension” in the widget settings for all Time Series widget type.

Choosing the Period and Dimension in a time series widget's settings

Table: Qase Query Language (QQL)

With the QQL widget, you can leverage advanced query searches, and pin frequently used or preferred QQL searches to your dashboards to facilitate quicker and more comprehensive monitoring of testing activities.

The Add new widget dialog with the numbered Saved query and Fields to display pickers

This widget presents data in a table format based on your saved queries [1]. You have the flexibility to select and customize which fields [2] are displayed in the query table.

Scrolling a dashboard down to a QQL table widget listing open defects

A dashboard with two QQL table widgets built from the same saved query

A QQL table widget with the row total and its “See all” link highlighted

You have the option to expand the widget to view additional rows or click “see all” to access the Query directly for more detailed information.

Additionally, you can create multiple widgets for the same query, each with different fields, allowing for easy comparison.

Two QQL table widgets for the same query side by side, each displaying different fields

**Please note, once the widget is created -

You can modify your widget configuration whenever necessary, as well as edit the original query.
If changes are made to the original query and the new results don’t align with your widget configuration, you will be prompted to adjust the configuration to display the updated results.
Users with limited permissions will only see query information that aligns with their allowed access levels.

Cloning in Dashboards

Easily clone widgets to view the same metric across different projects or with different filters**.

This lets you display the same metric side by side with different configurations without having to re-add it.

Cloning a widget so the same metric appears twice with different settings

You can also clone entire dashboards. When cloning a dashboard, you can choose its visibility settings and configure which projects the dashboard will pull data from.

This is particularly useful if you have a dashboard tracking metrics for a specific milestone, simply clone it and adjust the widget settings as needed, rather than recreating each widget individually.

Cloning a whole dashboard, choosing its visibility and projects

Provide access to a report to anyone who needs to view project progress - even if they are not your Qase account members - with a public link that can be secured with a password.

The Share dashboard dialog with the public link turned on and password protection enabled

You can always remove or edit a password for a shared dashboard, later.

Dashboards