How to use LeanIX Reports

Using reports in LeanIX is a straightforward process that can provide valuable insights and analytics on your organization's IT landscape. Here are the steps to create, customize, and use reports in LeanIX:

How to Access Report

To access the Reports feature in LeanIX from your LeanIX workspace, click on the Reports tab at the top of the page. On the left pane, different report types are found for easy access. Admins can utilize the Collections feature to better manage the groups of reports on the left navigation panel. The Collections feature introduces individual categories among reports and diagrams.

In the Report tab, you can search for a specific report type or search for reports you have created. You can also see the overview of all your available reports from the same screen. All Reports can be selected from the report menu by simply clicking on it.

How to use Filter & Views to create Report

As all LeanIX Reports are interactive, you have three different options to create your report within a few seconds:

• Apply Filter
• Adjust View
• Apply further report-specific configuration

Apply Filter

For all Reports, the same filter functionality is available as in the Find Fact Sheets in the Inventory. You can use the filter bar on top or filter facets on the left-hand side, which becomes visible when you move the mouse pointer to the left side of the window.

Every report has a dropdown on the top left that allows you to filter precisely to your need. For example, In the Application Matrix Report above, you can filter only to see Applications. Further, you can map all the Application Fact Sheets to other Fact Sheets, for example, Business Capabilities, User Groups, Processess, or others. You can apply this mapping by choosing the axis of the report. By doing this, you will get a report where the view is all your applications mapped into the Business Capabilites and where it is according to the User Groups.

Filtering by tags is also available to define your custom tags and tag groups. You can explore the documentation for further information on tags. If you have defined your tag, you can use these tags to create your heatmap.

Adjust View

You can select from a range of distinct views when generating a report. Views are essentially attributes or relations, which are represented through a color-coded visualization. Each view offers a distinctive viewpoint on the data, allowing users to obtain more comprehensive insights. Views can be derived from a variety of sources, including fields on Fact Sheets, fields on relationships, fields on related Fact Sheets, and tags. For further information regarding the significance of views, kindly refer to the documentation on Report Views.

Report-specific configuration

Further configuration of reports is possible in the Reports Settings menu and is report specific. Here, you can, e.g., adjust the cluster and change between the elements on the X and Y-Axis. Using the Application Matrix Report, you can quickly identify applications based on your chosen cluster. For example, you want to identify all applications used in all countries (mapped in User Groups) and based on the business unit (mapped in Business Capabilities). To do this, you can select the Business Capabilities and User Groups, respectively, on the X and Y-Axis.

You can exclude the empty clusters from your report view by checking the Hide empty columns/rows option. This option is active by default.

Another configuration in Reports, for example, in Landscape Reports, you can change the order of appearance of objects (e.g., sorting, legend) and the levels to be shown (you can select from the highest to the lowest available level) by zooming in and out. The zoom function only zooms in and out in the Reports, while the browser-integrated zoom zooms into the overall website. Alternatively, you may also enlarge the browser window vertically.

You can also change the Layout Mode of the Report to show more detailed information in Stacked or Detailed mode. This feature gives you more ways to present the reports in a meaningful way.

OR Operator

The 'OR' operator in LeanIX reports offers greater flexibility in filtering, enabling more comprehensive and customized reports. This feature is accessible in the out-of-the-box reports such as Landscape, Matrix, Portfolio, and Interface Circle Map. The 'OR' operator will also be available for the Roadmap report (coming in Q3) and Inventory filters in 2024.

To use the 'OR' operator, apply filters as usual. Filters are connected by default with the 'AND' operator. Click on the word 'AND' between the filters in the smart search bar to toggle to 'OR'. The report will display Fact Sheets matching any selected filters rather than requiring all filters to be met.

The 'OR' operator is useful in various scenarios, such as viewing applications with specific characteristics, applications consumed or provided by a particular interface, or applications in multiple technology groups. Complex filter combinations can be created using multiple 'OR' filters.

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Information

Please note that when an 'OR' filter is applied, the Show in Inventory function will be disabled, and you will be notified. This limitation is due to the unavailability of 'OR' filters in the inventory at the moment.

Toggling between 'AND' and 'OR' lets you quickly adapt your filters to suit your specific needs, making your reports more versatile and informative.

How to Create a new Report

To create a new report, you can click on the New Report button and choose Report Type. You can choose from 4 types of reports: Matrix, Portfolio, Roadmap, and Landscape Report. Select the report type that best suits your needs.

How to Export and Share

Export and Share: Once you have customized your report, you can export it in various formats such as PDF, Excel, or CSV, and share it with stakeholders.

Seeing Complete Data in a Report

Sometimes one or more Fact Sheets are not included in Reports due to missing data. Does this message look familiar?

Clicking on the Show list link will open a pop-up window providing a list of all Fact Sheets that are not included in the report due to missing data.

To ensure that all the Fact Sheets are included in a Report without any missing data, you must fill in the necessary attribute fields in the Fact Sheets. You may refer to the tables below. It gives you an overview of all standard Reports in LeanIX and shows which Fact Sheet types, relations, and attribute fields are needed to complete them.