Exporting Testcases

Overview

Pidima's Export Testcases feature enables users to download comprehensive testcase documentation in Excel or PDF formats, supporting various use cases from offline review to compliance reporting.

Export Formats

Excel Export (XLSX)

Creates a streamlined, readable spreadsheet with all testcase components in a 5-column layout:

Column	Content
Id	Unique testcase identifier (e.g., TC_DBA_REQ-ALS-006_002)
Description	Brief description of what the testcase validates
Preconditions	All setup requirements in a single cell
Steps	Numbered list of test procedures
Outcomes	Consolidated expected results

Key Features:

• Flattened structure for easy scanning
• Professional formatting with styled headers
• Auto-sized columns for optimal readability
• Excel filtering and sorting capabilities
• Filename includes project prefix and export date

PDF Export

Generates a formal document with detailed formatting for each testcase:

Document Structure:

• Testcase Header: ID and full description prominently displayed
• Preconditions Section: Bullet-pointed setup requirements
• Test Steps Section: Numbered procedural steps
• Expected Outcomes Section: Clear pass/fail criteria

Key Features:

• Professional typography and layout
• Intelligent page breaks to keep related content together
• Print-optimized formatting
• Suitable for compliance documentation and formal reviews

Accessing Export

1. Navigate to the Testcases page
2. Click the Export dropdown button
3. Select your format:
   • Excel - Downloads .xlsx file
   • PDF - Downloads .pdf file

File Naming

Files follow a consistent pattern: {PROJECT_PREFIX}-testcases-{DATE}.{extension}

Examples:

• DBA-testcases-2025-08-13.xlsx
• DBA-testcases-2025-08-13.pdf

Use Cases

When to Use Excel

• Test execution tracking and bulk updates
• Data analysis and filtering
• Integration with test management tools
• Quick review in spreadsheet format

When to Use PDF

• Formal compliance documentation
• Stakeholder presentations
• Audit trails and version control
• Print documentation for manual testing