Desktop Explorer Quick Start Guide

Quick Start Guide

The qTest Explorer Quick Start Guide gives users a quick and easy way to begin running exploratory test sessions.


After downloading and installing Desktop Explorer, you can launch the application and access to it via your desktop system tray.

To login, click on Desktop Explorer tray icon, as shown below.

When entering you URL, you must use syntax "" to successfully log into Explorer. 


Launch Explorer

You can launch Explorer through a desktop shortcut, the Test Execution module in qTest Manager, or the Sessions Module. 

  • Launch through desktop


  • Launch test session in qTest Manager


Record Test Session

After you have launched qTest Explorer, you are ready to record your test session.  A Start Session window will appear that allows you to select the below options:

  1. Select project for session storage
  2. Record a new session, or select a planned session that was created in the Sessions Module 
  3. Logged your planned duration 
  4. Select which applications you want Explorer to record
  5. Choose which monitors Explorer can capture
  6. Select a recording mode

By default, qTest Explorer's recording mode will be set to Auto.  This means that Explorer will capture every keystroke, mouse click, data input, and screen change when you session begins.  

Once your session has been started, you will see the Explorer widget open on your desktop.  You can keep the widget front and center while you test, or move to a separate location on your monitor.  

There are multiple actions you can take when recording with qTest Explorer.  Whether you need to take a note, force a screen capture, record a quick video, or log your testing time, qTest Explorer contains all the actions you need for exploratory testing. 


Add Note

Adding a note during you test session allows you to freeze the screen, and enter an annotation mode to start detailing what your testing eyes are seeing.  This could be a bug, opportunity, or feature suggestion that you want to share with your team. 

  1. Add annotations (i.e. text, blur, callouts)
  2. Log Notes

Record Video

By selecting record multimedia, you can record both audio and video from your screen.  This allows you capture dynamic images and screens for test documentation. 

  1. Select record multimedia 
  2. Select monitors to record 
  3. Pause and end recording 



To capture one monitor with a multi-display setting, using Desktop Explorer, please make sure to have scaling set to 100% AND recommended resolution settings for BOTH monitors. You can right-click on your Desktop, then access Display Settings to confirm this.

If you do not follow this configuration, you will end up with issues like second monitor not capturing screen or any other related screen recording issue. 

Log Time

Logging your testing time allows you to see the breakdown of all test activities related to your exploratory test session.  For example, you might be logging too much time investigating opportunities when you should be reporting bugs found. 

  1. Select add time type 
  2. Select time type

Time types can be changed in the qTest Explorer project settings.

Force Screen Capture

Even though Explorer will automatically record every action you take, you may need manually capture the changes on a screen. The force screen capture mode allows you to select the full screen or a selected areas to pinpoint your attention.

  1. Select force screen capture
  2. Choose capture type 

Stop Session

To stop your test session, click the stop icon on the Explorer widget.  

  1. Stop Session
  2. Clicking "Edit Session" will allow you to edit your session on your desktop.
  3. Clicking "Complete Session" will send your results into the Session Module for further review and edits.

Review on Desktop 

Once you stop your test session, you will move into an editor mode that will open on your desktop.  From here, you will be able to edit and review all data recorded in your test session. 

  1. View all screens
  2. See environment details (i.e. OS, browsers)
  3. Annoate 
  4. Complete session
  5. Continue session
  6. Submit defect 
  7. Create test case
  8. Save documentation locally

Review in Sessions Module

As soon as you click "Complete Session", you will be sent directly to a web browser to review your results.  Click Sessions Module *, to learn more about managing and editing you test session in the browser.

Submit a Defect 

After reviewing screen captures and make more annotations, users can quickly submit defects including all the steps with screen captures of their session.

  1. Select the screens you want to include for defect reporting
  2. Click the "Submit Defect" icon. 

Defect Settings 

If you receive the below error, you will need to select your explorer settings to add a new defect integration.  

Explorer's default integration will be with qTest Manager; however, you can add a new connection with an external system like JIRA. 

  1. Defect trackers in the setting icon
  2. Add new connection 
  3. Insert connection credentials 

Create Test Case 

Explorer will automatically turn your detailed test documentation into manual or automated test scripts.  Manual test scripts will be stored in the Test Design module of qTest Manager.  

  1. Select screens and steps 
  2. Click "Submit Test Case" buttons

  1. Select folder for test case storage
  2. Preview screens
  3. Make edits to test case steps
  4. Submit to qTest Manager or save as excel

Save Results 

Users can save their Explorer results in multiple formats to share with their team.  These results can then be attached to Test Runs within qTest Manager or saved to another central location for your team.

  1. Select screens
  2. Click "Save As"
  3. Choose file format

Configure Settings

qTest Explorer integrates with qTest Manager for defect reporting and test case creation.  However, you can also choose to integrate with popular Agile ALMs like JIRA, CA Agile, and VersionOne.

This is done by accessing defect trackers in Explorer's desktop settings or by selecting the project settings  with qTest Manager.  You can right click on the desktop toolbar or within the Explorer editor.

Select Settings

Add new connection and select defect tracker

Have Questions?

The quickest way for users to receive help would be to submit a ticket through their qTest domain.  Click the Help icon and chose to Submit Ticket or Suggest a New Feature.

As always, please feel free to reach out to for any questions if you cannot submit a support ticket.


Powered by Zendesk