Select a Test Plan
Use the autocomplete dropdown to search plans by name or iteration path. Suites load as a tree — child suites are indented under their parent.- Expand all / Collapse all to navigate the tree.
- Uncheck any suite to exclude it from the report.
- Plans marked INACTIVE are hidden by default — a toggle reveals them.
- Exclude empty unchecks every suite with zero test cases in one click (suites that failed to load are never touched). A (N hidden) badge appears next to the suite count, and the preference is remembered.
- Filter suites by name — type in the filter field to narrow the tree (accents and case ignored). Every ancestor of a match stays visible, so you never lose your place in the hierarchy.
- Search a plan by its numeric ID in the same autocomplete field. If it isn’t found, you’re invited to include inactive plans.
- Requirement suites only restricts traceability to requirement-based suites — useful on a regression plan whose test cases carry years of unrelated links. Off by default; a question mark explains both modes.
Suites, test cases, execution results and run history are each read to exhaustion. If any of them can’t be confirmed complete, its own distinct banner says so on the report — never inside an export. A banner about case content never implies the pass rate is affected, and one about history never implies the suite list is.
Form fields
Required fields depend on Settings → Field configuration. Change number, Incident, Request, Objectives and criteria are optional by default; follow the indications on your form. IT Contact, Business Contact, Tester and Approver use Azure DevOps user autocomplete (type at least 2 characters).Additional fields and visibility
In Settings → Form fields, you can add up to three custom fields, using text or dropdown values, and choose whether they are required. Their values appear in PDF, HTML and Word, not in Excel or PowerPoint. Visible controls the form and export sections that honour this setting. The Cover page toggle affects the PDF cover only. These settings do not guarantee that fixed metadata fields in Excel or PowerPoint will be hidden; review the file before sharing it. See export formats.Validation
Each field can carry a regex pattern (Settings → Field configuration):- Blocking — generation is prevented if the field fails validation.
- Warning — generation continues, with an orange alert.
Contacts (IT, Business, Tester, Approver) are Azure DevOps identities, so they carry no regex and no soft length — any stored pattern is ignored. They are grouped under “Contacts & validation”.
Reading the generated report
- Results shows the latest outcome per test case; Full history lists every execution, one row each.
- Both carry a Run column: the run number, clickable, opening the exact result in Azure DevOps — not just the run it belonged to. Links open through Azure DevOps’ own navigation, so they also work from a sandboxed on-premises frame.
- Tab counters follow the active filter, so filtering to a single test case no longer leaves one of them announcing the whole plan.
- Bugs come, by default, from the runs of the selected plans, newest first — see Bugs of a report.
- Every suite is shown by its path (
CH › SALES › Pre-Payment), last level in bold, full path in the tooltip; suites with the same name keep their own figures.
Next
Cover page
Header label vs report title, and choosing what appears.
Generation & templates
The generate flow, cancel, templates and saved views.