Log in to your platform and navigate to Insights.

Go to Dashboards and add a dashboard.

Open the dashboard and select Edit Dashboard.

Select Add in the toolbar.

Figure 1. Add Insights dashboard

Select Visualization.

Under Test Manager, select the data object for which you want to create a dashboard. In this example, select Requirements.

Expand the data object category. In this example, expand Requirements. You can have a maximum of 5 custom-field selectors (listed as Custom Field Selector 1 and so on, under Filter-Only Fields) and 5 dimensions (listed as Custom Field 1 and so on, under Dimensions). There is a 1:1 correspondence between the 5 custom-field selectors and the 5 custom-field dimensions. For example, Custom Field Selector 1 corresponds to Custom Field 1.

From Filter-Only Fields, select one or more custom-field selectors.

Figure 2. Custom field selection

Expand the dropdown to see all the custom fields available in the tenant for your data object. The example below shows the custom fields available in the sample tenant, for requirements.

Figure 3. Custom field values

Select the custom field values for your custom-field selectors.

From Dimensions, select the custom fields. For example, select Custom Field 1, Custom Field 2, and Custom Field 3.

From Custom Field Filters, select the values you need. For example, select Name and Project Name.

From Measures, select the values you need. For this example, select Total Test Case Count.

Review the values you selected, displayed on the right-hand side, in the workspace editor.

Figure 4. Measures

From the upper, right-hand side of the workspace, select Run.

Figure 5. Run dashboard

Wait for the data to load. The data can be visualized in multiple formats: table, graphs, or charts.

(Optional) Sort your data per column. For example, sort your data by priority.

From the upper, right-hand side of the workspace editor, select Save.

Select the pencil icon or select inside the table name to give your dashboard an official name. In this example, the dashboard is named “Custom Field for Requirement”.

Resize the table by dragging its edges.