Insights Quick Start Guide


This article provides an overview for qTest Insights and how to navigate through the various reporting options. Before you begin working with Insights, make sure you have access to qTest Insights.



Analysis Reports

qTest Insights provides several pre-built, cross-project reports that can be viewed from three different perspectives including Quality, Coverage, and Velocity. 

Data tables are provided at the bottom of the window for each report type. Read the following article for more information regarding Analysis Reports: Using Analysis Reports


Dashboards are a collection of panels, which are either a chart or report. You can group and name your panels together using tabs within a dashboard. The dashboard drop-down is divided into 4 options.

  • Create Dashboard-allows you to create your own dashboards. If you select the 'show in menu' checkbox the dashboard created will display in the 'Dashboards' drop-down. To learn how to create a new dashboard, read the following article: Create a New Dashboard
  • Dashboards- this option displays the Shared and Personal dashboards, along with any dashboards created with the 'show in menu' checkbox selected. 
    • Shared-pre-built container for dashboards that allows you to share dashboards to anyone with access to Insights.
      Note: you can create a bookmark for Shared or User-created dashboards. This does not apply to 'Personal' dashboards. 
    • Personal-pre-built container for user-created dashboards.
      Read the following articles for more information on how to build your dashboards:
  • Saved with Filters-this option will display any dashboards that have been saved with filters. Once selected, these dashboards will open in a separate browser tab. 
  • Manage- this screen provides a list of the 'Available Dashboards' and any dashboards which have been 'Saved with Filters.' You can view, rename, delete and even provide a shareable URL for each dashboard from this screen.


Explore Data

The Explore Data tab provides objects of raw qTest data where you can generate and view charts. The image below shows the qTest objects that you can view.


For each qTest object viewed you will see the following tabs:

  • Formula-allows you to create a new column as a formula in the data table.
    Example: display the duration of resolving defects, would be close date minus submit date
  • Filter-filters that will apply to the data table, which will affect the filters selected at the Global level. Therefore, the filters are combined.
  • Chart-allows you to create different charts based on the filters selected. You can add these charts to the 'Gallery Panel' and they will display in the 'Custom Category.'
  • Crosstab-allows you to filter variables to understand their correlation and it also shows how correlations change from one variable grouping to another.
    Example: You can view how many test cases were automated or manual for a certain project.

For more information on creating charts for Defect data, read the Jira and External Defect Data article.

Saved Reports

The Saved Reports tab displays user saved reports for easy access and scheduling. These saved reports are for the Analysis and Explore Data reports only, (not to be confused with saved Dashboards.) Any Analysis or Explore Data report you save, will display in the Manage window and will open in a new tab as a bookmark. 

For information on scheduling reports, read these articles:


The Settings tab allows you to pull in all active Jira fields for Requirement objects (that integrate with a Jira instance.) You can drag/drop the Jira Requirements field individually from the Available column to the Selected column. The Jira Requirement fields placed in the Selected column will be available in the Explore Data>Requirements reports.

Additionally, you can edit the column heading, and column type for the Jira Requirement placed in the Selected column. 

To use this new feature, do the following:

  1. From Insights, select the Settings tab.
  2. Select the Jira Requirement Field option and the Jira Requirement Field page loads.
  3. In the Available Jira requirements field column, locate and click to drag/drop the chosen field to the Selected column.
  4. (Optional) Select the Edit option to edit the column heading or column type for the Jira Requirement. This will be the display of what is available in Explore Data>Requirements reports.
  5. Save to save the selected settings.
  6. Select Reset to reset the options listed in the Selected Jira Requirements column.


Other Important Features

Global Filter

The Global Filter will display the filters you select on a chosen report or dashboard, as well as on the right side of the window as a 'filter tag.'  The items selected in the Global Filter are specific to the user. Read this article for more information on Global Filters.


You are able to drill-down from data in the below locations:

  • Analysis Grid of Explore Data section
  • Data table of Analysis Reports (Quality, Coverage, Velocity)
  • Any chart (clicking on a piece of pie of pie chart, or a point in line chart, an area in heat map, etc.) 

Read this article for more information on Using Drill Down Pages.

Dashboard Gallery

The Dashboard Gallery is a collapsible carousel of panels (charts/reports) that are grouped together by a category. This feature uses drag/drop to move panels from your Dashboard Gallery to the Dashboard you are wanting to edit. Read this article for more information on the Dashboard Gallery.

Embed Reports

Embed Reports allows you to place a report for others to view in an external website such as Confluence. Read this article to learn how to Embed Reports.

Shareable URL

Use the Shareable URL option when you want to share a report to a user without a qTest account. The URL will provide read-only access to a shared dashboard.

For information on sharing dashboards, read these articles:

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