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How to do report test

2020-12-07 20:33:00 ErShiXiong

Report testing can be large or small according to the project definition , Sometimes it's just tested as part of the software , Sometimes the whole project is testing various reports . But anyway , The function of the report is always to calculate and process the existing data according to the user's settings / Organize and summarize / Finally, it is presented to users in a clear format , So that users can do further data analysis or statistics .
The report implementation in software is generally divided into defining the required data of the report ( Generally, you can narrow the data range by selecting or manually entering conditions ) And define the report format . In addition to the fixed format specified in the national standards for various industries, the report format shall be used , Most of the reports are customized according to the needs of enterprises or users .
therefore , When doing the report test, we should pay attention to the following aspects :

1、 The data is correct
The user uses the report to expect that through a simple and convenient platform can quickly find the data he needs . Therefore, when testing the report, we should first check whether the data in the report is the data the user needs , If there is no processing data , Whether or not it remains the same ; Processed data to see whether the structure of the processing is consistent with the results of manual processing . in short , You need to test the following .

   Source of data : From which watch , Which field , The correspondence between the values in the database and the interface data . For example, gender data in a database may be 0 or 1, But the interface is male or female , Is this correspondence correct .
   The range of data : Whether only the corresponding range of report settings is displayed ; Pay special attention to boundary data , Be clear about the requirements of reports , Do you need to filter the selected data . If the time choice is 2006-9-27~2007-9-27, So whether it should include 9-27 On the day .
   Data correspondence : Whether the fields in the database correspond to the information in the report .
   The format of the data : Decimal places , A thousand symbols , Whether the rounding is consistent with the report settings ; Whether the unit or tax rate conversion is correct ; Whether the data displayed in combination is reasonable .
   Data sorting : Whether the sorting method is consistent with the report settings ( If not set , Whether there is a clear default sort , Sort by letter or number ).
   Serial number : If the report has a serial number , Whether the generation and format of the serial number is correct ; Whether canceling operation will generate serial number .
   Consistency of detail and total : Whether the details or sections of each part are consistent with the final sum .
  
   Testing this part requires a good familiarity with business logic , The design of the database should also be very familiar with . If necessary, you can view the data by writing your own query statements .
   Some reports have more or less conditions , But the test method is the same . According to the conditions, set up various combinations of conditions through equivalence class division and permutation combination . Don't test blindly , Otherwise, it will lead to the failure of the test , A bunch of extra tests .. Generally speaking, there are categories ( The general interface is shown as a drop-down box ), Each category has to be tested to , For example, the man in the sex , Women have to test . The input can be divided into test data by equivalence class .

2、 Correct format
After the data is verified to be correct , You need to see whether the output format of the report meets the requirements . It can be checked from the following aspects .
The overall style of the report : Whether the report conforms to the specified or user set format
Report title : Whether the title of the report is the correct report name ; If there is embedded data in the report ( It will change with the user's choice ). You need to check that the data is correct , Such as XX Enterprises 9 Monthly financial statements , This 9 Month is the user's choice ; perhaps XX company 2006-9-27~2007-9-27 The number of website visits , This time period is also selected by users .
Some of the company's symbols : Such as logo, name , Is the address correct .
The top and bottom of the report : Whether there are consistent rules .
Pagination : When there is a lot of output , Whether the pagination is correct ; Whether the page turning function is correct .
Friendliness : Whether the data or charts are clear , Be clear at a glance , The presentation of data conforms to the user's habits ; Data that needs special reminders ( If total , Abnormal data ) Whether to highlight ; Complex algorithms , Whether there are comments in the places that users don't understand or are easy to confuse ; Are some of the default formats comfortable , If aligned , The border , Interval, etc .

3、 Control of authority
For systems with authority control , Of course, the report should be consistent with the user's permissions . It is necessary to verify the control of authority from two aspects .
Condition definition of report : In the conditional selection area , Some drop-down boxes should not display data beyond the user's permission . For example, ordinary clerks use reports , The report Name drop-down box can not display reports that can only be viewed by managers . Some of the input text box has a level division , Should be tested for input data beyond the authority of the corresponding .
Note that each item must be tested here .
Report content : The content in the report cannot display the data that the user has no permission to view .

4、 Report output
After the report is generated on the computer , It's not the end of the statement . Reports usually need to be printed out for other use , Such as meeting or submitting for approval . So the printing function of the report is also very important . The test is divided into three parts :
Print settings
Print preview
The actual print effect
Besides printing , Users may need to export reports for further analysis or comparison with other reports . Therefore, it should also provide the function of exporting reports . Generally, it can be derived as CSV,Excel,pdf,html,xml Format . See what the company needs . Here we mainly check whether the default attribute of the exported report is read-write , Then whether the exported content is correct , Consistent with the generated report .

5、 The relationship between reports
Some reports use the same data , It's just that there are different treatments for different needs . So we need to do some testing between reports and similar reports , See if the data is consistent .

6、 Report performance
After setting the conditions, users hope not to wait for reports for too long , Of course, sometimes it is reasonable to wait longer when there is a large amount of data . But in the development of reports or testers can put forward some ideas to improve the performance of reports .
The default value should be set in the condition setting area of the report to avoid the long waiting caused by the user directly generating the report without entering any conditions . For example, the start and end times can default to the current month , Some input text boxes can default to a value based on the user's identity .
When the report is generated, a similar progress bar is used to show the progress , Avoid users waiting blindly
Provides options for users to choose how many pieces of data to display per page , The default is the smallest option , This can avoid unnecessary waste of resources .
The statements that generate reports should use the best query statements as much as possible , Debug several times more , Look at the performance of the statement .
Be careful : If all the conditions are null , We need to test the performance when the condition is empty .

7、 The uniqueness of report control
General companies will use special report controls to generate reports , for example MS Of Report service, Crystal Reports, etc. . Therefore, it is better to understand the general report generation process and the characteristics of this type of report control , In this way, the test can be targeted , Instead of blindly comparing .

8、 General test
Test report condition selection area , We should pay attention to the following problems :
Type verification of each field
Check the length of each field
Check the input of special characters in each field ( Including empty / Space )
Test for wildcards ( For systems with a lot of information , It is recommended that you do not support wildcards to avoid low performance )
The test of the relationship between fields ( Such as binding or repulsive relations )

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