In order to analyze your enterprise architecture, reports are a necessary tool to visualize your use-cases in a proper way and get actionable insights. This section gives a comprehensive overview which reports are available by default and how to handle them. Detailed information on specific use cases is published in our best-practice section on an ongoing basis.
Reporting is the most important feature in modern EA software. We at LeanIX believe that a powerful and flexible way to show what you have or plan to have in your architecture is crucial in addressing your stakeholder’s concerns. Therefore, we have added the most significant reports in our report section, everyone needs for their daily architecture work.
This page shows you:
- How to use LeanIX Reports
- Which Standard Reports are available
- How to use Filter & Views to create your individual report
- How to save Reports
- How to export Reports
- How to ensure Fact Sheet relationships appear in Reports
- How LeanIX Reports support EA use cases
How to use LeanIX Reports
Reports pane segmented by Report type and Personal menu
Report search box
Grouped preview (view will change depending on what was chosen in the reports pane) of default reports and User reports
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. Check out the Collections page on how to manage these categories.
One tab for known filters which can be viewed only when a report is selected
View, Settings, Save as and Share
Available Standard Reports
LeanIX standard Reports do not need to be computed in a query language to extract data from the data source. All reports can be selected from the report menu. LeanIX provides different types of Reports:
Landscape reports give you an overview of your IT landscape at a certain point in time or in a time frame, grouped by Business Capabilities, Tech Category, or others. With the report views, you can create color-coded heat maps of your landscapes.
Matrix reports give you a color-coded, matrix view of your Applications, Business Capabilities, and User Groups. Use this report to analyze your portfolio on various dimensions at various points in time. For example, to answer a question such as: “Which applications that support 'Account Management' capability will soon reach the 'End of life' for the 'Europe' user group?”.
You can apply different filters to display only the relevant data in the matrix. For example, you can set the filter to “Business Capability” to only view business capability related Fact Sheets' data in the matrix.
You can also switch between different views (e.g., Business Criticality, Functional Fit, and Technical Fit) to apply different color-coding to your matrix data set.
To better organize your matrix, it is also possible to cluster your data on all “Fields on Fact Sheet”, “Fields on Relations”, “Fields on Related Fact Sheets”, or even tags.
Similarly, you can enable Drilldowns for your matrix items to expand Applications into their related Fact Sheets (e.g., drill down from an Application to see its underlying IT Components, supporting Business Capabilities, Data Objects, etc.).
Portfolio reports are matrix reports that groups Applications, Projects, or Provider according to specific attributes like the Application's functional and technical suitability. It can help you to identify Applications, Projects, and Provider that need to be replaced/stopped or at least worked on.
The Circle Map report shows you how different Interfaces and Applications are linked to each other. It helps you to identify dependencies.
Cost report give you an overview of which Business Capabilities are supported by which applications, which Projects are running and which Providers are being used and how much does this cost you annually. It helps you to understand the cost allocation and to analyze where costs could be reduced.
World Map reports show you which IT Components and Applications are used by which User Group and where they are hosted, located on a world map.
Roadmap reports give you a timeline view of your Applications, IT Components, or Projects. Use this report to visualize how your IT portfolio evolves. Each of the roadmap reports allows you to apply different views (e.g., Functional Fit, Lifecycle, Business Criticality, etc.) so that you can see your portfolio of assets across time in different dimensions.
Each of the items in the timeline can be interacted with via the Edit Pane that allows you to directly change some Fact Sheet field values without leaving the report. Alternatively, you can navigate to the source Fact Sheet via a link.
To better organize your roadmap, you can choose to cluster items in the roadmap by Relations (e.g., Applications, Providers, etc.), Fields (e.g., Technical Fit, etc.), or even tags. Similarly, you can enable Drilldowns for your timeline items to expand Applications, Projects, or IT Components into their related Fact Sheets (e.g., drill down from Applications to see their underlying IT Components).
You can show dependencies between Fact Sheets. This relies on the data you have in the Requires and Required by fields in the Fact Sheet. To show these two fields, you can enable the Dependencies section in your Fact Sheet, you can see the detail in Meta Model Configuration. Once you have the relations between Fact Sheets, you can see this graph showing the dependencies, for example between these two Application Fact Sheets.
Here you find all other reports, for example from the LeanIX Store.
How to use Filter & Views to create your individual report
As all LeanIX Reports are interactive, you have three different options to create your individual report within a few seconds:
- Apply Filter
- Adjust View
- Apply further report-specific configuration
For all reports, the same filter functionality is available as in the Find Fact Sheets in the Inventory. You can use both the filter facets on the left hand side and the filter bar on top.
Every report has a dropdown on the top left that allows you to filter precisely by your criteria:
Application Matrix: Here you can filter by Application or by the configured axes (Business Capabilities, User Groups or Processes, see below). There is a small, but decisive difference in the way you apply the filter:
- Filter for Applications – All Applications which support Business Capability HR: Doing so shows you all Applications which support HR. However, if Application A1 supports also CRM, CRM is shown as well, as the Filter is applied by Application
- Filter Applications by User Group – Use the Fact Sheet filter of the report and filter by User Group
- Filter for Business Capability – All Business Capability with parent HR: Here only the column HR with its children are shown, no other columns (e.g. CRM)
- Interface Circle Map – You can either filter by interface (e.g. all interfaces with a certain technology) or by Application (e.g. all Applications within a certain Business Capability).
For example, the total number of objects can be further filtered by clicking on the magnifier icon in the menu bar. If (!) data is defined, the number behind each filter indicated how many objects fulfil the criteria. If the filter is not available, it is indicated by (0). You may adjust the order of elements via X and use the drag’n’drop functionality to re-arrange the filter options according to your needs.
Filtering by Tags is also available for your own defined tags and tag groups. Please refer to the Inventory & Fact Sheet section for further information on tags. If you have defined your tag, you can use these tags to create your own, individual heatmap.
For a detailed overview on views you can apply to reports, please take a look at Reporting Views.
The cluster map can be further adjusted in the menu. You may change between the elements on the x-axis. In the Application Matrix, the selection of User Groups or Business Processes is alternatively available since both (and Business Capabilities) are linked to applications.
For those objects which are not linked, you may exclude them from your view by enabling the “Hide empty clusters” which is already set by default.
On the right-hand side, you can navigate through the report. You can change the order of appearance of objects (e.g., sorting, legend), the levels to be shown (you can select from the highest to the lowest available level) and you can zoom in and out. The zoom function only zoom 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. Tip: Once you print or export a report, the selected / filtered part / content / level of the report is printed or exported.
How to save Reports
Since we know that the combination of the various options allows nearly endless options to adjust the Reports, we provide a “Save-As” function to save all filter settings and to share the report with other LeanIX users. The Save Report option is available just below the user profile button. Here, you also have the option to Share a report with other users.
How to export Reports
LeanIX offers many ways to display reports outside the system.
The advantage is that users can display and use Reports flexibly in different ways.
- Open a report
- Click in the upper right (next to “Share”) at “[...]”
- There are 3 options
Export as PDF
If you choose to export a report as PDF, you will have the choice of selecting Format (Letter, A0-A4) and Orientation “Landscape or Portrait”.
*Landscape: This is best used when...
- Something “across” should be displayed
- Reports that already need a lot of space “across”.
*Portrait: useful and best when...
- Something “upright” should be displayed
- E.g., smaller Reports
- E.g., you want to display small tables from a report.
Export as PNG
-> a new tab opens, you can download it
Export as HTML Embed Code
- Click on “Export as embedded code”
- Click on “copy” to select the displayed code snippet
You can embed this code as an iframe in a website or your company's wiki (e.g. Sharepoint). Be aware that the embedded iframe always refers to the respective bookmark. Please see the sharepoint documentation available in the Developer Portal for more information.
In case you are using Confluence and want to embed Reports you can use our native integration to publish real-time Reports.
How to ensure Fact Sheet relationships appear in Reports
For relationships between Fact Sheets to appear in a report, the relationship must be in the same time as the data being reported.
For example, for the Application Landscape report to show a relationship between User Group “A” and Application “B”, the relationship lifecycle date must be in the same period as the lifecycle date of the Fact Sheet (application “B”). If the relation lifecycle falls out of the lifecycle of the application, it is not displayed in the report.
How LeanIX Reports support EA use cases
The table below shows how LeanIX Reports support various EA use cases:
Updated 4 months ago