We’re excited to announce the availability of a new report within the Testmo Reporting Center: the Milestone Summary & Metrics report!

This new report is designed to help you report on the testing activities and results associated with a specific milestone, enabling you to make data-driven decisions and share key information across manual, exploratory, and automated testing with stakeholders regarding your releases, sprints, or product versions.

What is the Milestone Summary & Metrics Report?

The Milestone Summary & Metrics report gives allows you to generate a summary and detailed breakdown of all the testing activities carried out under the umbrella of a single milestone.

By linking test runs, sessions, and automation runs to milestones in Testmo, you can aggregate all their results into a single view using this report, giving you the ability to:

• Review exactly what manual, exploratory, and automated testing was carried out during a specific milestone in a single report.
• Drill down into details of linked test runs, sessions, and automation runs, and filter based on various parameters.
• Export the full report as a PDF to share with stakeholders across your team.

The report focuses on test runs, sessions, and automation runs that are directly linked to the selected milestone. If the selected milestone has child milestones, the activities and results from those children are also included in the summary area of the report, but not in the detailed breakdown sections.

See our documentation for the Reporting Center here:

• Reporting center overview
• Requirements coverage & traceability report
• Milestone summary & metrics report

Key Capabilities of the Milestone Summary & Metrics Report

This report offers several key capabilities to give you deep insights into your milestone-based testing.

• Unified Milestone View: Aggregate and report on all test runs, sessions, and automation runs linked directly to a chosen milestone.
• Comprehensive Scope Control: Easily select a single project and a single milestone for your report. Activities from child milestones are automatically included in the report’s scope.
• Flexible Configuration: Tailor the report’s content to your needs by including or omitting sections like the high-level milestone summary, status charts (run, session, automation), progress/forecast charts, and detailed information about individual runs, sessions, or automation runs.
• Detailed vs. Summary Display: For runs, sessions, and automation runs, choose to display information as individual Cards for granular details or as Lists for a higher-level overview.
• Filtering: Filter runs, sessions, and automation runs based on criteria like status (active, closed) or custom filter settings. Limit the total number of items displayed using the maximum limits.
• Customizable Presentation: Control the report’s appearance by enabling or disabling elements like links back to Testmo, personal names/avatars, and the report header and footer.
• Easy Export and Sharing: Export the generated report to PDF for easy sharing with team members or stakeholders.

Example: creating a comprehensive release testing report using milestones

You can follow the example steps below to create a comprehensive milestone summary report for a release to share with cross-functional stakeholders.

Prerequisite steps

• Ensure you’ve created a milestone in Testmo. Testmo treats all milestones the same, but for this scenario, let’s select Release type.

• Create and execute runs & sessions as you normally would, linking them to the release milestone via the edit > run/session dialog & milestone dropdown:

• If you’re running automated tests, make sure tests associated with the release are linked to the milestone as well. You can pass the milestone ID or name in at the point of execution, using the Testmo CLI. Alternatively you can utilise tags and have Testmo automatically select the milestone based on the tags associated with it. Alternatively, you can manually update the automation runs to point at the appropriate milestone after the results have been uploaded to Testmo.

Creating the report

Once you’ve satisfied the prerequisites, you can create the milestone report as follows. On the Milestone summary & metrics report page:

• Select your project.
• Select the milestone you wish to report on.
• Modify the content options according to your preferences.
• Click the Generate button.

The report will show you all the selected testing information for the chosen milestone.

Availability & Access

The Milestone Summary & Metrics report is part of the new Testmo Reporting Center, which is currently being made available to all customers as a Preview feature.

During the preview period, all customers will have access to the Reporting Center, including the Milestone Summary & Metrics report. After the preview period is completed, the feature will be available for customers on Testmo Business or Enterprise plans. Business or Enterprise plan users will be able to access the Reporting Center from the main navigation by clicking on “Reports”.

We Value Your Continued Feedback

While this report is becoming available, we are committed to further enhancing the Reporting Center with more reports and features in the future. Please continue to share your feedback and suggestions with us so we can continue to improve Testmo and meet your evolving needs. You can provide feedback.

Thank you for being a Testmo user! We’re confident that the new Milestone Summary & Metrics report will provide you with valuable insights and enhance your test management experience.