QA & End-to-End Testing Manual

Complete System User Guide & QA Testing Manual

Complete manual testing protocol, prerequisite requirements, expected results, failure edge-cases, and walkthrough across all platform modules.

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Standalone View Developer Guide
Interactive System Walkthrough Video

Ctrl TASQ Master Operating Video & Visual Demo

Follow this visual step-by-step walkthrough to master social accounts, chatbots, live inbox, CRM pipelines, and broadcasting.

Interactive QA Simulator Ready
LIVE SIMULATOR Chapter 1: 1-Click Automated Setup
AI Narration
1080p 60fps

Ctrl TASQ System Overview & Chatbot Flow Demo

Click Play to watch the interactive automated operating walkthrough across Social Accounts, Meta Cloud API, 1-Click WhatsApp Chatbots, Live Messenger, and CRM Pipelines.

4 Animated Demonstrations • Total 02:40
https://ctrltasq.com/social • 1-Click Automated Connection
1-Click WhatsApp Business Onboarding
Instant Meta Embedded Signup • No Developer Account Required
100% Automated Connect
Log in with Facebook / Meta Embedded Signup
Secure 1-click token exchange & automated webhook binding
Connected
CONNECTED WHATSAPP NUMBER
+91 98765 43210 Official Verified
AUTOMATED GATEWAY SYNC
Cloud API Active 24/7 Webhook Synced
Zero technical configuration • Ready in 10 seconds Chatbot & CRM Live
AI
Ctrl TASQ Assistant
Official Business Account • Online
Hi! Looking for marketing automation and chatbot plans.
10:30 AM ✓✓
Webhook Engine Ingested (0.3s)
🤖 Ctrl TASQ Bot:
Welcome! 👋 We offer omnichannel social automation, WhatsApp Cloud API bots, AI voice dialers, and CRM pipelines.
10:30 AM
Live 1-to-1 Messenger Auto-Pilot ON
Rahul Sharma Online
"Please send quote for Starter Plan"
Priya Patel 2m ago
"Appointment confirmed for 3:00 PM"
Sales Pipeline CRM Auto-Captured
NEW LEADS (3)
Rahul Sharma
🔥 Hot • ₹2,499
DEAL WON (12)
Apex Corp
✓ Paid ₹4,999
WhatsApp Broadcast Marketing Campaign
Template: festive_promo_v2 (Meta Approved)
Dispatching Live
1,250
Total Audience
1,248
Delivered (99.8%)
892
Read Receipts (71.4%)
Throughput: 50 messages/sec ✓ Complete • 0 Failed
Click Play to start the interactive visual walkthrough.
00:00 / 02:40
QA Modules 17 Suites

1. Authentication & Account Lifecycle

FlowURL RouteTesting ActionExpected Result
User Registration /register Fill Name, Email, Username, Phone, Password. Submit form. Account record saved with is_active=0. Activation email dispatched with secure verification token.
Account Activation /activationlink/:token Click unique activation link received in registration email. Account updated to is_active=1. Flash message displays "Account verified successfully", redirects to /login.
User Login /login Enter verified Email/Username and Password. Session initialized with User ID, Role, Permissions, and Plan Quotas. Redirects to User Dashboard.
Forgot & Reset Password /forgot-password Submit registered email. Click reset link in email and enter new password. Password hash updated using bcrypt in database. Old password invalidated; allows login with new password.

2. Pricing, Custom Plan Builder, Add-ons & Invoices

Standard Pricing & Currency Switcher
  1. Visit /pricing. Verify all plan pricing amounts display in INR symbol (₹) immediately on load.
  2. Toggle Monthly ↔ Yearly (Save 20%). Verify pricing figures recalculate dynamically without page refresh.
  3. Click Choose Plan on any plan → verify checkout page loads selected plan with correct pricing.
Custom Plan Builder & Addon Marketplace
  1. On /pricing, adjust custom limit sliders (e.g. Social Accounts, Post Limits, WhatsApp Instances).
  2. Toggle optional Addons (e.g. LinkedIn Business: ₹150/mo, AI Voice Agent: ₹500/mo).
  3. Verify total bill amount recalculates dynamically in real time and carries to /subscriptions/checkout.
Invoices & PDF Download Testing:

Visit /subscriptions → verify past payment transaction table displays Invoice ID, Date, Amount (₹), and Status. Click the Download / Print PDF button to verify crisp layout and tax calculations.

3. All 11 Social Platforms Integration Guide

Tabs with Single-Line Scroll

Click any platform tab below to view testing instructions, OAuth connection walkthrough, and credential configuration:

Facebook Pages & Groups — Comprehensive Testing Guide:
📋 Prerequisites Checklist:
# Prerequisite How to verify
1 Facebook Business Page exists Go to facebook.com/pages — confirm you see at least 1 Page listed. If not, create one at facebook.com/pages/create.
2 You have Admin/Content access Open your Page → Settings → Page Access → confirm your account is listed with Full Control or Content creation access.
3 Meta App Roles (if in Dev Mode) Go to developers.facebook.com → Your App → App Roles → Roles → ensure your Facebook user account is added as Admin, Developer, or Tester.
Step-by-Step Connection Test Procedure:
  1. Navigate to /social → Find the Facebook card → Click Connect Account (or open /social/connect/facebook).
  2. Meta OAuth dialog opens → Click Continue as [Your Name].
  3. When prompted with "Which Pages do you want to use with CtrlTasq?" → Select/check all Facebook Pages you wish to manage.
  4. Grant required permissions: pages_show_list, pages_manage_posts, pages_read_engagement → Click Done / Save.
  5. Redirects to /social/callback → System exchanges token for a Long-Lived Page Access Token and fetches all managed Pages.
  6. Verify the Facebook card shows a Green "Connected" badge, connected Page Name, and Avatar.
  7. Go to /social/createPost → Select Facebook Page → Type message and attach media → Click Post Now or Schedule → Verify post is published on the live Facebook Page!
Troubleshooting — Why was the "Which Pages do you want to use?" prompt skipped?
  • Reason 1 (Previous Grant Cached): If you already authorized CtrlTasq before, Meta skips the page selection dialog.
    Fix: Open Facebook Business Integrations Settings → Remove CtrlTasq → Click Connect Account on /social again to get a fresh Page selection popup.
  • Reason 2 (0 Facebook Pages Created): Personal profile has no Facebook Pages created. Create a Page at facebook.com/pages/create.
  • Reason 3 (Dev Mode Scope Restriction): If Meta App is in Dev mode, users not added as App Testers cannot grant Page scopes. Add user in Meta Developer Console → App Roles.
Instagram Testing:

Ensure Instagram is switched to Business Account and linked to your Facebook Page. Click Connect Instagram on /social → System auto-discovers linked Instagram Business account.

LinkedIn Personal Testing:

Click Connect LinkedIn Personal on /social → Authorize with w_member_social scope → Personal profile connects for individual post sharing.

LinkedIn Business Testing:

Click Connect LinkedIn Business → Grant Organization permissions → Select your Company Page from dropdown → Page links for organization feed updates (Requires plan permission or ₹150/mo add-on).

Twitter / X Testing:

Click Connect Twitter on /social → OAuth 2.0 PKCE prompt on X.com → Authorize app with Read & Write permissions.

Telegram Testing:

Create bot via @BotFather → Add bot as Admin in your Channel → On /social enter Bot Token & Channel ID → Verify instant connection.

Pinterest Testing:

Click Connect Pinterest → Authorize → System syncs your Pinterest Boards to /social/pinterest-boards.

WhatsApp Cloud API Testing:

Click Connect WhatsApp on /social or /whatsapp-business → Log in via 1-Click Meta Embedded Signup → Select your verified Business Number → Ctrl TASQ automatically exchanges tokens, binds webhooks, and activates 24/7 Chatbots & Live CRM syncing with zero technical API configuration.

YouTube Testing:

Click Connect YouTube → Google OAuth consent → Channel links for publishing YouTube Shorts and videos.

4. Post Creator & Instant Multi-Channel Publishing

  1. Navigate to /social/createPost.
  2. Select 2 or more connected platforms (e.g. Facebook Page + Twitter / X + Telegram Channel).
  3. Enter post text content and attach an image/video media file.
  4. Click Publish Now.
  5. Expected Result: System dispatches API requests in parallel. Success alerts display with direct links to live published posts on each network. Log recorded in post_history.

5. Scheduled Post Engine & On-Demand Dispatcher

Testing FlowRouteActionExpected Outcome
Schedule Future Post /social/createPost Pick date/time 2 days in future. Select FB, LinkedIn, Twitter. Click Schedule Post. Saved to scheduled_posts with status pending. Displays in /schdulledPost calendar.
Publish Now Trigger /schdulledPost Locate scheduled post. Click the instant Publish Now () button. Post dispatches immediately to all selected platforms. Status updates to published with timestamp.
Background Cron Runner Terminal / CLI Execute php spark social:process-scheduled. Processes all due scheduled posts, updates statuses, and outputs batch execution log.

6. CRM Pipeline, Leads, Deals, Tasks & Automation Flow

Full CRM Suite
6.1 Kanban Pipeline & Deal Stages

Route: /crm/pipeline or /pipeline

  1. Click Add New Lead / Deal → Fill Contact Name, Phone, Email, Deal Value (₹), and Company.
  2. Drag and drop the Deal card across Kanban columns: New → Contacted → Qualified → Proposal Sent → Won / Closed.
  3. Verify deal stage updates in database via AJAX without full page reload.
  4. Filter deals by assigned agent, date range, or deal value.
6.2 CRM Tasks & Team Follow-ups

Route: /crm/tasks or /tasks

  1. Create a follow-up task attached to a specific Lead.
  2. Set Due Date, Priority (High/Medium/Low), and assign to a Team Member.
  3. Check task box → verify task marks completed and moves to task history.
  4. Verify task calendar displays color-coded deadlines.
6.3 CRM Drip Automations & Triggers (`/crm/automations`)
  1. Create an Automation Rule: Trigger: When a new Lead enters "Qualified" stage → Action: Send automated WhatsApp welcome template and create follow-up task.
  2. Move a test lead into "Qualified" column.
  3. Verify automated WhatsApp message is queued/dispatched and task is created instantly.

7. Omnichannel Messaging (Bulk SMS DLT, AI Telecalling Voice Agent, Bulk Video / OBD)

Enterprise Comms
7.1 TRAI DLT Bulk SMS Gateway

Route: /omnichannel (SMS Tab)

  1. Upload a CSV contact list with mobile numbers and names.
  2. Select approved DLT Header / Sender ID and registered DLT Content Template ID.
  3. Enter message body with dynamic variable tags (e.g. Hello {#var#}, your appointment is confirmed).
  4. Click Send Broadcast → Verify delivery report table displays Delivered / Failed statuses.
7.2 AI Telecalling & Voice Agent

Route: /telecalling

  1. Configure AI Voice Agent personality, prompt instructions, and objective (e.g. "Qualify lead interest for software demo").
  2. Enter test phone number and click Initiate Outbound Call.
  3. Answer test phone call → speak with AI voice agent.
  4. Verify call recording, transcript, sentiment analysis, and lead qualification score are logged in the CRM lead record.
7.3 Bulk Video Calls & OBD Voice Broadcast:

Test uploading pre-recorded MP3 audio prompt → schedule automated Outbound Broadcast (OBD) to 5 test numbers → verify call connect logs and DTMF keypress response capture.

8. WhatsApp Marketing Engines, 1-Click Chatbots & Live Inbox QA

Dual Engine + Bots + Live Chat
8.1 Official Meta Cloud API & Quick Connect (`/whatsapp-business`)
  • Connection Test: Verify Meta Cloud API connection via 1-Click Automated Quick Connect (Meta Embedded Signup) with zero manual API setup. System auto-binds webhooks, tokens, and verified business phone status.
  • Template Testing: Create template in Template Studio → Submit to Meta for approval → Click Sync Templates → Verify status (APPROVED).
  • Broadcast Testing: Select approved template, upload CSV contact list, click Launch Campaign → Verify real-time delivery receipts (Sent, Delivered, Read).
  • Click-to-WA QR Generator: Generate pre-filled WhatsApp QR code → Scan on smartphone camera → Verify chat opens with pre-typed message.
8.2 1-Click Industry Chatbots & Flow Automation
  • [CREATE] Deploy 1-Click Blueprints: Go to /whatsapp-business → Click Chatbots & Flows tab → Click Deploy Blueprint (Real Estate, Healthcare, E-Commerce, Agency).
  • [READ / TEST] Live Simulator & Real Phone QA: Type trigger keyword in the dashboard simulator → Verify green bubble response preview. Then send real WhatsApp message from your mobile → Verify bot auto-replies within 0.5s!
  • [UPDATE] Edit Keywords & Reply Messages: Click edit icon on any bot row → Add new keywords or promotional offers → Save → Test live reply update.
  • [DELETE / TOGGLE] Pause/Delete: Toggle status switch to Inactive → Verify bot stops replying without losing settings.
8.3 Live 1-to-1 Messenger Inbox & CRM Lead Auto-Capture Testing:
1. Live Messenger (Tab 4): Verify that when a customer messages your bot, the conversation appears immediately in the 1-to-1 Messenger thread. Test human agent manual reply takeover.
2. Activity Log (Tab 1): Verify real-time audit log displays inbound query, bot reply, direction (In/Out), and delivery timestamp.
3. CRM Lead Auto-Generation: Verify that interacting customers are automatically inserted into CRM Contacts and added to your Kanban Sales Pipeline (`/crm/pipeline`).
AI Automation & CRM Flow

9. WhatsApp AI Chatbots, Flow Automation & CRM Lead Ingestion Guide

Full Master Guide
1. Where to Use Chatbots & Real-World Scenarios
  • 24/7 Inbound Lead Qualification: Auto-respond to Facebook/Instagram ad clicks and website visitors within 0.3 seconds.
  • Instant Product & Price Quoting: Send dynamic pricing, feature comparison lists, and PDF brochures without manual agent delay.
  • Interactive Appointment Booking: Allow customers to select appointment slots and consultation dates via button taps.
  • Customer Support & FAQ Deflection: Auto-resolve 80%+ of repetitive queries (Timings, Address, Refund policy, Tracking).
  • E-Commerce & Order Status: Automatically verify order numbers and send real-time delivery status updates.
2. How to Integrate & Setup in 3 Simple Steps
  1. Step 1 (1-Click Meta Connect): On /social or /whatsapp-business, click Connect Official WhatsApp • System auto-registers permanent cloud tokens & secure webhooks.
  2. Step 2 (Deploy Bot or Flow): Go to /whatsapp-business → Chatbots & Flows tab → Click + New Chatbot or deploy a ready-made industry blueprint (Real Estate, Clinic, E-commerce, Agency).
  3. Step 3 (Set Triggers & AI Knowledge): Define keyword triggers (e.g. price, demo, hello, support) or link your AI Knowledge Base to handle open-ended questions using AI.
3. Visual Flow Builder & Decision Trees
  • Interactive Button Nodes: Send WhatsApp interactive reply buttons (e.g. [1. View Plans], [2. Book Call], [3. Human Agent]).
  • Multi-Step Form Capture: Collect Customer Name, Email, Budget, and Requirement step-by-step.
  • Dynamic Variables: Personalize replies with {{customer_name}}, {{phone}}, {{company}}.
  • Fallback & Human Handover: If the bot does not understand, it auto-alerts a human agent in the Live 1-to-1 Messenger.
4. How WhatsApp Connects with CRM & Deals Pipeline
  • Automated Inbound Lead Creation: Every new customer who messages your WhatsApp number is automatically captured into wa_leads and CRM Contacts.
  • Automatic Deal Stage Assignment: Chatbot actions can auto-place leads into the Kanban Board at /crm/pipeline under New Lead, Qualified, or Proposal Sent.
  • 1-Click Chat to CRM Conversion: In Live Messenger (`/whatsapp-business` Chat), click [+ Convert to Lead] to attach deal value, tags, and notes.
  • Automated Sales Task Scheduling: The bot automatically creates a follow-up task (`wa_lead_tasks`) assigned to a sales rep when high-intent keywords are detected.
Feature / FlowURL RouteTesting ActionExpected Result
Deploy 1-Click Chatbot Blueprint /whatsapp-business (Tab 7: Chatbots) Click Deploy Blueprint → Select "Agency / B2B Lead Gen" → Save. Bot created with trigger keywords (pricing, info, services, quote), interactive button menus, and welcome message. Status shows Active.
Test Keyword Auto-Response Mobile WhatsApp or Webhook Test Send message containing keyword pricing from a smartphone to the connected WhatsApp number. Chatbot auto-replies within 0.3 seconds with formatted pricing table and interactive option buttons.
Auto Lead Ingestion into CRM /whatsapp-business (Tab 6: Leads) & /crm/pipeline Send message from a new unknown phone number. Customer phone number, profile name, and conversation timestamp are automatically inserted into CRM Leads and displayed on Kanban pipeline.
1-Click Convert Chat to Lead /whatsapp-business (Tab 4: Live Chat) Open any customer conversation thread → Click + Convert to Lead → Enter Deal Amount (₹5,000) → Save. Conversation linked to new CRM Lead record. Lead badge changes to Hot Deal on pipeline.
AI Knowledge Semantic Q&A /whatsapp-business (Tab 8: AI Knowledge) Add FAQ item: Q: "What are your working hours?" A: "We are open Mon-Sat 9AM to 7PM." Send variation "when are you open?" from mobile. AI Knowledge engine performs semantic match and replies with accurate working hours even without exact keyword match.
Auto Follow-up Task Assignment /whatsapp-business (Tab 6: Leads → Tasks) & /crm/tasks Trigger chatbot path that requests human callback. New task generated with due date, priority "High", and notification sent to assigned sales representative.
B2B Classified Extractor to WhatsApp CRM /classified-extractor → View Extracted Results Click Sync to WhatsApp Contacts & CRM. All scraped business contacts (Name, Phone, Category, City) imported into WhatsApp Contacts and tagged as Extracted Lead.

10. Landing Pages Builder & Dynamic Lead Capture Forms

Lead Generation
9.1 Visual Landing Page Builder

Route: /landing-pages

  1. Click Create New Landing Page → Select a pre-designed business template.
  2. Customize Hero Headline, Subtitle, CTA buttons, and brand colors.
  3. Set custom URL slug (e.g. my-product-launch).
  4. Click Publish Page → open public link in incognito browser (e.g. https://ctrltasq.com/p/my-product-launch).
  5. Verify page renders cleanly on both desktop and mobile viewports.
9.2 Lead Capture Forms & CRM Sync

Route: /forms

  1. Build a custom Lead Form: Add Name, Email, Phone, Budget, and Dropdown fields.
  2. Embed form inside your Landing Page or copy Embed Script tag for external websites.
  3. Fill and submit form from the live public page.
  4. Verification: Verify form submits successfully, shows custom Thank You message, and automatically creates a new Lead in the CRM Pipeline!

10. Dynamic QR Codes Generator & Scan Analytics

Dynamic QR
  1. Navigate to /qrcodes → click Create QR Code.
  2. Select QR Type: Website URL, vCard Contact, WhatsApp Direct Chat, or UPI Payment.
  3. Customize design: Choose foreground/background colors, eye style, and upload brand logo in center.
  4. Download QR code in high-res PNG / SVG format.
  5. Testing Scan & Analytics: Scan QR code using mobile phone camera → verify destination URL opens → refresh /qrcodes analytics dashboard to verify total scan count, device OS, and scan timestamp are recorded.

11. Multi-Tier Customer Referral Program & Quota Tracking

Viral Growth
Referral Flow Testing

Route: /referralDashboard

  1. Copy your unique Referral Link (e.g. https://ctrltasq.com/register?ref=MYREF123).
  2. Open Incognito browser and register a new user using this referral link.
  3. Activate and log in with the new user account.
  4. Verify referred user appears under Referred Customers Table with status Completed.
  5. Verify reward points/wallet credits are credited to referrer's account balance.
Referral Quota Enforcement Testing
  1. Review Plan Feature: Referral Program Limit (e.g. 10 referrals for Basic Plan, Unlimited for Enterprise).
  2. Verify dashboard progress bar shows Completed Count / Limit (e.g. 1 / 10).
  3. When limit is reached, verify UI displays informative quota reached badge and disables extra referral reward generation until plan upgrade.

12. B2B Classified Lead Extractor & Data Scraper

Route: /classified-extractor

  1. Enter search keywords (e.g. "Real Estate Agencies", "Digital Marketing", "Interior Designers") and target City/Location.
  2. Click Start Extraction.
  3. Verify scraper retrieves business name, verified phone number, email address, and address into live result table.
  4. Click Import to CRM Leads with 1-click → verify extracted leads appear in /crm/pipeline ready for outreach campaigns.

13. Paid Ad Campaigns & Corporate LinkedIn Events

Paid Ad Campaigns (`/ad-campaign`)

Configure and monitor paid advertising campaigns across Meta Ads (Facebook & Instagram) and Google Ads. Track impressions, clicks, CTR, and lead conversion cost.

LinkedIn Corporate Events (`/linkedin/events`)

Create and coordinate LinkedIn webinars, corporate summits, and virtual conferences. Manage attendee registrations and export lead contact records directly to CRM pipeline.

14. White-Label Branding & Custom Domains

Route: /whitelabel

  1. Upload custom company logo, favicon, and select custom primary brand colors.
  2. Set Custom Portal Title (e.g. MyAgency Marketing Hub).
  3. Enter Custom CNAME Domain (e.g. app.myagency.com).
  4. Expected Result: User portal, client login screens, invoices, and automated emails reflect custom company branding without CtrlTasq trademarks.

15. Super Admin Control & Role-Based Access Control (RBAC)

Route: /admin

  1. Plan Feature Toggles (`/admin/plans`): Admin can enable/disable any of the 31+ feature modules per plan or mark them as Addons with specific prices.
  2. Permission Enforcement: When a feature is disabled in a plan, user menus and routes dynamically block access with a clean permission upgrade modal.
  3. User Management (`/admin/userprofile`): View all registered users, verify statuses, manually upgrade plans, and review transaction logs.

16. Complete QA Verification Matrix (25+ Module Tests)

Master QA Acceptance
# Module / Feature Area Test Route QA Action to Perform Expected Acceptance Result
1Currency Display/pricingOpen pricing page on fresh browserINR ₹ symbol renders without manual toggle
2Billing Cycle Switch/pricingToggle Month / YearPricing converts dynamically with 20% discount
3Custom Plan Builder/pricingAdjust quota sliders & toggle AddonsTotal price recalculates dynamically in ₹
4User Registration/registerRegister test userActivation email dispatched with token
5User Activation/activationlink/:tokenClick email activation tokenAccount marked active (is_active=1)
6Facebook Connect/socialClick Connect FacebookPages and Groups listed with live tokens
7Instagram Connect/socialClick Connect InstagramAuto-detects and links Instagram Business profile
8LinkedIn Personal/socialClick Connect LinkedIn PersonalLinks personal profile with w_member_social
9LinkedIn Business/socialClick Connect LinkedIn BusinessDiscovers & links Company Pages (Addon ₹150)
10Twitter / X Connect/socialAuthorize OAuth 2.0 PKCEConnects Twitter handle with Read & Write access
11Telegram Bot/socialEnter Bot Token & Chat IDVerifies bot connectivity & post permissions
12Create Post Now/social/createPostPublish post to FB + Twitter + TGDispatches immediately with live URLs
13Schedule Post/social/createPostSchedule post for tomorrowSaves in DB with status pending
14Publish Now Action/schdulledPostClick plane icon on pending postForces instant execution and marks published
15CRM Kanban Deals/crm/pipelineDrag deal from New → WonDeal stage updates via AJAX in database
16CRM Follow-up Tasks/crm/tasksCreate task assigned to userDisplays on task calendar with reminders
17CRM Drip Automation/crm/automationsTrigger lead qualification actionAutomated WhatsApp message & task triggered
18Bulk SMS Gateway/omnichannelSend test DLT template SMSSMS dispatched with delivery status logs
19AI Telecalling Voice/telecallingTrigger outbound AI voice callAI conversational call placed & transcript logged
20WhatsApp Cloud API/whatsapp-businessSend pre-approved templateMessage delivered to recipient WhatsApp
21WhatsApp Web Loop/whatsapp-webExtract group contactsAll participant numbers exported to CSV/CRM
22Landing Page Builder/landing-pagesBuild & publish pagePublic page loads cleanly at /p/:slug
23Lead Capture Form/formsSubmit test form on landing pageLead automatically ingested into CRM pipeline
24Dynamic QR Code/qrcodesGenerate & scan QR codeScans tracked with device and timestamp logs
25Customer Referrals/referralDashboardRegister referee with ?ref=CODEReferral tracked & wallet reward credited
26Classified Extractor/classified-extractorSearch city & keywordExtracts public B2B leads into CRM table
27Database Updater/update_db.phpRun live schema updaterAll database tables & columns report Success