January FAQs with Answers

Practi-Talk
1

Hi everyone :waving_hand:

January is the month of fresh starts, clean dashboards, and asking, “Wait… how do I do that again?”
So I rounded up a handful of common questions we’ve been seeing from users over the past month, along with practical answers you can use right away.

Where can I add or remove users from the account or a specific project?

Go to Account Settings > Manage Users.
From there, you can add new users, remove existing ones, and control whether they have access to the entire account or only specific projects.

How can I download a report for a single Test Set, for example, a regression Test Set?

Open the relevant Test Set, click the three dots in the top right corner, and choose one of the following:

  • Instance Tabular Summary

  • Instance Tabular with Steps

Both options will generate a report scoped only to that Test Set.

How can I create a filter that shows only tests assigned to me?

First, make sure the Assigned to field is consistently populated.
Then create a filter with this condition:

  • Assigned to IS Current User

This filter will always show only the tests currently assigned to you.

How can I create a filter to see my current regression testing?

Start by creating a custom field on the Test Set level, for example, Test Level, and include Regression as one of the values.
Make sure all regression Test Sets are marked accordingly.

Then create a filter with:

  • Test Level IS Regression

  • Plus either:

    • Planned Execution IS relevant dates, or

    • Last Run IS relevant dates

This lets you track only the regression testing that matters right now.

I usually clone Instance Tabular Summary reports for every new Version or Release, which creates a long list of reports. How can I avoid this?

You can reuse the same report instead of cloning it. Here are two good options.

Option 1: Use Planned Execution dates

  1. Set Planned Execution dates on the Test Set level for the relevant Version or Release.

  2. Create a filter called something like Current Version or Release based on those dates.

  3. Build an Instance Tabular Summary report using this filter.

  4. Use Re-run this report on latest data (the thunder icon) to refresh it automatically.

Option 2: Use a custom checkbox field

  1. Create a custom checkbox field on Test Sets, for example Current Version or Release.

  2. Create a filter based on this field.

  3. Batch edit Test Sets for the new Version or Release and check the box.

  4. Build your Tabular Summary report using this filter.

  5. When you move to the next Version or Release, uncheck the old Test Sets and check the new ones.

  6. Refresh the report using Re-run this report on the latest data.

Both approaches let you keep a single report and avoid cluttering your report list over time.

See you in March with February’s FAQs! :brain:

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