How to generate traceability report only for selected test plans in Xray?

[piotr_liwak]

Hey, 

I can't get a traceability report generated in a way, to include only requirements covered in certain test plan. 

I have nice set of test plans, each contains bunch of tests linked to a requirements tickets. Need to generate some .csv files, but only for some of the test plans I run this time, and need a way to somehow filter through them. 

What I'm doing now is setting the scope to test plans, specifying the test plan, set no envt's (new test plans haven't got them assigned yet) and in the filters I'm just pointing at the project (every other filter just brings me 'no requirements found' message). Funniest thing is that results does not even include the one test plan I specified.  

Is there any trick I can use to force xray to do what I want it to? Or a different way to get what I need (.csv file with results of all of the testing done in one or multiple specified test plans)? 

Appreciate any help 

[Manuel]

If you need to generate a CSV for the traceability information considering the Tests in a Test Plan you can choose the analysis by test plan. Then on the quick filters select all coverage status, except the UNCOVERED one. That will only show the requirements that are covered by the tests of that the selected test plan.

Then you can export it to CSV. This works just one Test Plan.

If you want to do this for several Test Plans than there's no feature that provides that out-of-the-box.

However, you can use use the document generator that comes with Xray.

The idea is that you build a template (or adapt an existing one) in Excel, use some placeholders that will be replaced by Xray data.

You can see some existing templates here, or from within your Xray jira settings under the Document Generator section.

From what I can see, there's no template right now that provides exactly what you need.

Maybe a mix from what you have on the Requirement Traceability Matrix and the Test Plans List template. The Xray support team may have some other templates; you can always contact them to see if they have something or can help out making it.

A suggestion would be to start with the Test Plans List template and then adapt it, adding more info as needed.

[Manuel]

@piotr_liwak

1) before providing a definitive answer, can you please clarify if you're using Xray on Jira cloud or is it on Jira server/dc?

2) in the end you need a .csv for all the results you obtained in 1 or more Test Plans right?  Have you considered to use the document generator feature?

[piotr_liwak]

Hey,

1. Jira cloud

2. Not considered it yet as I don't really used this feature before. Could you elaborate on it?