Use Case: Two Shareable Dashboards

In this use case, we will walk through the following scenario:

• You have a Dashboard that includes a report on Test Case count and a report on Requirement count, both per Module within a project.

• You want to be able to duplicate this Dashboard but change the project that the Dashboard is reporting on.

• You want two Dashboards to coexist: D1- the original with the original project and D2- the duplicate with the new project.

• You want both of these Dashboards to be shareable.

To do so, follow these steps:

Create D1

1. In qTest Insights, select the Dashboards drop-down menu and select Create New Dashboard. 

2. Select the panel(s) that you want to display on your Dashboard.

3. Modify the Dashboard's reporting settings in the Global Filter.

4. In the Global Filter menu, select save as and name your Dashboard.

5. Select the Dashboards tab, and choose manage from the drop-down menu.

6. Find your newly created Dashboard and select the action icon. Select share Dashboard.

7. Next, find your shared Dashboard under the shared Dashboard section. Select the action icon and then choose shareable URL. You are then given a URL that you can share with your team.

Create D2

1. Select the Dashboards tab, and choose manage.

2. Select your previously created Dashboard.

3. Change the Project in the Global Filter.

4. Select save as in the Global Filter menu and give it a new name.

5. Select the Dashboards tab, and choose manage from the drop-down menu.

6. Find your newly created Dashboard and select the action icon. Choose shareable URL. You are then given a URL that you can share with your team.

Both Dashboards have been created and can coexist while reporting on different projects.