Export Testrail to CSV

How to Export Your Data to CSV Format from TestRail Using Sourcetable

Step 1: Connect TestRail to Your Sourcetable Account

To begin, connect your TestRail account to Sourcetable. TestRail is a software service; therefore, use your account credentials to establish the connection. This step ensures that Sourcetable can access and retrieve your TestRail data.

Step 2: Sync Your TestRail Data to a Sourcetable

Once connected, sync your TestRail data with Sourcetable. This action inserts your data into a spreadsheet in your Sourcetable workbook. Ensure your data appears as expected in the spreadsheet before proceeding.

Step 3: Select the Data You Want to Export

Next, select the specific data you wish to export. You can utilize Sourcetable's AI assistant to query and filter your data easily. Advanced users may prefer using Excel formulas or SQL for more precise data manipulation.

Step 4: Export to CSV

Finally, export your selected data. Sourcetable allows you to download the data in XLSX or CSV format. If preferred, you can keep your data up-to-date in real-time by maintaining it within Sourcetable.

Use Cases of Exporting Data to CSV from TestRail

Data Analysis and Reporting

Exporting data from TestRail to CSV allows for comprehensive data analysis and reporting. By using tools like Excel, stakeholders can create visualizations, generate insights, and track key metrics over time to improve test management efficiencies.

Integration with Business Intelligence Tools

The CSV format facilitates integration with Business Intelligence (BI) tools such as Tableau and Power BI. Users can dynamically analyze the TestRail data alongside other business data to uncover trends and make data-driven decisions.

Enhanced Collaboration

Sharing test results and metrics with team members who may not have access to TestRail is easier with CSV exports. Teams can collaboratively review the test data, address issues, and establish best practices for future projects.

Archiving and Compliance

Exporting test data to CSV helps in maintaining a historical archive of test cases and results. This is essential for compliance with industry standards and regulations, as well as for future audits and reviews.

Customization and Flexibility

CSV data export allows for the customization of reports. Users can filter, sort, and manipulate the data to meet specific needs or to focus on particular test sets, making the data more actionable and relevant.

Migration to Other Systems

Exporting data to CSV is critical when migrating data from TestRail to another test management system. It ensures that no valuable data is lost during the transition, maintaining continuity and integrity of test records.

Offline Access and Backup

Having the data available in CSV format provides offline access to critical test information, which is beneficial during network outages or restricted access scenarios. It also serves as a reliable backup.