Summary Charts - TestRail

Summary Charts

Summary charts give you a way to see the status of various test activities in TestRail at a glance. Charts automatically update as you add new tests and test results to give you real-time visibility into the status and progress of your testing.

For example, the summary charts on the Test Run, Test Plan, Milestone, and Project Overview pages provide a snapshot of the status of your in-progress testing. Charts on the Todo and Dashboard pages give you a high-level overview of the workload and activity across your team.

You can use these charts to keep track of your test efforts, identify roadblocks and areas of risk, and more efficiently communicate the status of various test cycles in flight without the need for extraneous status meetings or custom status reports.

In this article, you will learn how to use various charts present in TestRail to report on and triage your test efforts, including:

    Types of Summary Charts in TestRail

    TestRail contains a number of different charts: Status charts, Activity charts, Progress charts, Defects charts, and Workload charts. 

    Status charts: pie charts

    This type of chart can be found on the Milestones and Test Runs. As their name indicates, these charts show the status of your in-progress testing. You have to select a Milestone or a Test Run and the pie chart is displayed. 

    Status charts: bar charts

    This type of chart can be found on the overview pages of Milestones and Test Runs, they offer a summary of the test cases that are part of each (Milestone or Test Run).

    You can hover over the bar chart and see more information about it. Click on a segment of the bar chart and a new tab will open to see a detailed view of the tests with the status you selected.

    Activity Charts

    These charts can be found on the Dashboard and overview of the Project. Inside a Milestone or a Test Run, click on Activity on the right panel and see a chart with the dates and quantity of tests run.

    You can set the time range of the chart by clicking on the quantity of days. You can filter the chart to the last 7, 14, 30, 60, or 90 days.

    Progress Charts

    These charts can be found on Milestones and Test Runs. Select a Milestone or a Test Run, click on Progress on the right panel and see a chart with the dates and quantity of test runs. It shows the Remaining Tests, Remaining Effort, and the Ideal Progress.

    Defects Charts

    This type of chart can be found inside Milestones and Test Runs. Select a Milestone or a Test Run and click on Defects on the right panel. You will see a bar chart showing the Tests, Results, and Defects from the Milestone or Test Run you selected.

    Workload Chart 

    This type of chart can be found on the Todo tab. Here you can see a bar chart with the number of active test runs per assignee.

    To customize the workload chart, use the filter on the right side:

    • Select the Assignee or Assignees you want to see on the chart by checking the box next to the name. 
    • Filter Test Runs by their status (Passed, Blocked, Untested, Retest, or Failed). Check the boxes of the statuses you wish to be displayed. 
    • Filter the Test Runs by Milestone using the drop-down 
    • Choose to show all unassigned tests in the chart by checking the box.
    • Finally, click on Apply Filter and the chart will display your changes.

    Download charts as a PNG or CSV

    You can download all of your charts either as PNG or CSV. 

    To download it as a PNG click on the icon:

    You will get a PNG image of the chart you saw on your TestRail dashboard. You can share this image with people outside your TestRail instance via email or your custom status reports, and more efficiently communicate the status of various test cycles in flight. 

    The other option is to download your charts as a CSV file. To do this click on the icon:

    When you download a chart as a CSV, you will get a file that contains the high-level metrics for the chart.

    With this data you can customize the look and feel of your chart to share it, or share the raw data via CSV

    Chart Drilldowns

    Basically anywhere you see a chart in TestRail, you should be able to hover over any part of it to see data. You can also click on the datapoint of interest to you on the chart itself to see the test data represented in the chart. This functionality is available in all the charts except for the Workload chart. 

    Click on one of the segments of data represented in the chart and you can drill down to see a detailed view of the corresponding testing data.

    You can also expand each test case that has some test results to see when the result was added, who added the result, and any comments they included while updating the status. To do this, click on the “+” sign on the left side of each test in the current drilldown view.

    Click on  “-” to collapse it again. To return to the main view, click the same segment of the chart again or click on the X.

    Defect chart drilldown

    The Defects chart drilldown contains a few extra features than drilldown capabilities for other charts. If you have integrated TestRail with your defect or bug tracker and linked a defect to one of the tests in your test run (or test case in your test case suite), the drilldown feature from your Defect chart will show you a lot more information about the linked defect itself. 

    In addition to the most recent TestRail test status, the Defects chart drilldown shows the defect id, title and status of the defect in the drilldown, as well as a link to the defect itself.