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Using the Global Filter for Insights 1.20 and Beyond

Overview

The Global Filter allows you to make changes to the displayed report(s) criteria that affects the entire report view. You can access the Global Filter by selecting the filter icon filter_insights.png on the left side of the screen. 

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Available Filters

The Global Filter will display different filtering options based on the tab you select from the Insights homepage. The following is an extensive list that provides explanations for each filter:

  • Projects: list of all projects from qTest Manager belonging to your administration. Users can select for cross-project viewing by selecting multiple projects at a time in the Global Filter.
  • Test Cycles: list of all test cycles for the selected projects. Users can select for cross-Test Cycle viewing by selecting multiple Test Cycles at a time in the Global Filter.
  • Modules: list of all modules for the selected projects. Users can select for cross-module viewing by selecting multiple modules at a time.
  • Release
    • Status: you can choose one or multiple release status(es). 
    • Select Releases: list of all release names for the selected project(s).
  • People: list of all active users on your site. This is only available for the Velocity Analysis report.
  • Refresh: You can set a global value to automatically refresh data at your expected interval, every 1,2,5,10, and 20 minutes.

Note: When selecting Parent items, hold to control button while selecting the checkbox next to the parent to select all nested child objects.

Generating and Sharing Reports/Dashboards

Along with the filtering options listed above, you also have selections available for generating and sharing reports/dashboards. The following are explanations for each button:

  • Refresh Now: immediately reloads reports with the latest filters and associated data.
  • Save Report: available on the Analysis page only, allowing you to save and name the analysis reports in order to manage or schedule the report later on. Read this article if you are using Insights version 1.14 or later and want to schedule a report(s). Read this article if you are using a version of Insights prior to version 1.14.
  • Embed Script: will generate an embedded script of your current report. Read the Embed Reports article on how to embed a report on your website.
  • Shareable URL: Read this article if you are using Insights 1.15.5 or below, and read this article if you are using a version of Insights 1.15.6 or higher.
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