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Filters and Insights

2 min read

The Defects page includes search, filters, sorting, and quick insight groups to help teams find the defects that need attention.

Section titled “Search”

Use search to find defects by text such as:

  • Title
  • Defect code
  • Priority
  • Severity
  • Status
  • Reporter
  • Assignee
  • Test case reference
  • Source

Search can be combined with filters and quick insights.

Basic Quick Filters

Section titled “Basic Quick Filters”

Quick filters provide common one-click views. Current quick filters include:

  • High Priority
  • Blocker
  • Critical
  • Open
  • In Progress
  • Resolved
  • Created Today
  • This Week
  • This Month
  • Last 30 Days
  • Reported by Me
  • Assigned to Me
  • Overdue
  • Due Today
  • Due This Week

Each quick filter shows a live count based on the current defect set.

Insight Groups

Section titled “Insight Groups”

Insight groups provide grouped filters for triage and review.

Workflow

Section titled “Workflow”
  • Stale Defects: open defects not updated in the last 7 days
  • Recently Resolved: resolved in the last 7 days
  • Long Running: open for 30 days or more
  • Quick Wins: low priority and low severity

Quality

Section titled “Quality”
  • High Risk: high priority and high severity
  • Regression Risk: linked to a test case
  • Unassigned Critical: blocker or critical severity without an assignee

Team

Section titled “Team”
  • Cross-Team: reporter and assignee are different
  • Self Assigned: reporter and assignee are the same
  • Team Bottlenecks: users with 5 or more open assigned defects

Business

Section titled “Business”
  • Customer Blocking: open blocker defects
  • Release Blockers: high priority defects due soon
  • Technical Debt: low priority defects

Efficiency

Section titled “Efficiency”
  • Weekend Defects: created on Saturday or Sunday
  • Rush Defects: created and resolved on the same day
  • Abandoned: assigned open defects not updated in the last 14 days

Recent Activity

Section titled “Recent Activity”
  • Recently Updated: updated in the last 24 hours
  • Requires Attention: open defects not updated in the last 3 days
  • Needs Update: open defects not updated in the last 7 days

Assignment

Section titled “Assignment”
  • Needs Triage: new defects without an assignee
  • Unassigned: defects without an assignee

QA Workflow

Section titled “QA Workflow”
  • Ready for QA: resolved defects
  • Awaiting Verification: defects currently in test where visible in saved data

Status Changes

Section titled “Status Changes”
  • Recently Reopened: reopened in the last 7 days
  • Stuck In Progress: in progress for more than 7 days
  • On Hold Too Long: on hold for more than 14 days where visible in saved data

Advanced Filters

Section titled “Advanced Filters”

Advanced filters include:

  • Priority
  • Severity
  • Status
  • Assignee
  • Due Date
  • Test case reference
  • Execution source
  • Project in workspace view
  • Active dropdown custom fields

Filters in the same insight group work together, and different groups can narrow the result further.

Sorting

Section titled “Sorting”

Sort defects by:

  • Defect Code
  • Title
  • Priority
  • Severity
  • Status
  • Reporter
  • Assignee
  • Due Date
  • Last Updated

Defect codes use natural sorting so numbered codes stay in a sensible order.

Next Steps

Section titled “Next Steps”