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Remember, the key to effective reporting is customization and clarity. With Xray’s Document Generator, you have the tools to achieve both. Happy reporting! 😊


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Base Templates


Info
titleReadme
Specific reports will be accessible based on the project screen you’re on and the issue type you’ve chosen. Below is a sample that you can use as a reference for your own setup.


UI Tabs
UI Tab
titleTemplate Store
UI Text Box

Find how to get templates from our Template Store.

UI Steps
sizesmall
UI Step

Navigate into "Jira Admin Administration" → click on "Apps".

UI Step

From the left-hand side menu select "Document Generator" within Xray Settings

UI Step

Select the option "Store" and "install" one or more templates from the available list.


Multimedia
nameDocument Generator - Get a new template..mp4
width100%
height40%

(Video Description: How to get a template from the template store)

UI Tab
titleRequirement Traceability Matrix
UI Text Box
See an example for getting a report on Requirement Traceability Matrix.
UI Steps
sizesmall
UI Step
Navigate to the Issues board in your project
UI Step
From the Issues board view select the option from the top right corner of the board view "Go to all issues"
UI Step
Click the button "Apps" and select the option "Xray - Document Generator"
UI Step
Within the pop-up screen select the report "Xray Requirement Traceability Matrix" and "Export"
UI Step
Document Generator will make your file ready, and once it does, press "Download"


Multimedia
nameDocument Generator - Requirement Traceability Matrix.mp4
width100%
height40%

(Video Description: Report on Requirement Traceability Matrix)


UI Expand
titleExample of an Extraction here.

View file
nameIssues.docx
height150


UI Tab
titleOther Reports
UI Text Box

See an example for getting a report for Other Test Reports

title
UI Steps
sizesmall
UI Step

Within any given Test Execution window Issue screen → from the top right corner of the pop-up window, select the three dots option and click "Xray - Document Generator"

UI Step

Choose the Xray In this example, we chose to select Xray issue type Test Execution Report and click "Export"

UI Step
Document Generator will make your file ready, and once it does, press "Download"


Multimedia
nameDocument Generator - Test Execution Report Final.mp4
width100%
height40%

(Video Description: How to extract a report)

UI Expand

Learn More


For any other report, select the respective Test Xray Issue type and choose the respective report, such as: 

Image Modified → Test | Test Report

Image Modified → Test Set | Test Set Report

Image Modified → Test Plan | Test Plan Report

Image Modified → Test Execution | Test Execution Report



(Example utilized in the video)

UI Expand
titleExample of an Extraction here.

View file
nameFF-32.docx
height

250
150

Info

Looking for Custom Templates? Check them out here.