LeanIX - Product Documentation

Welcome to the LeanIX Product Documentation. Here you will find all the basic information you need to start working with LeanIX. We provide you with well-structured information on how to get more out of LeanIX, best-practices and use-case specific guidelines. Feel free to spread this product documentation in your company and use it as a common information source to answer your colleagues’ most urgent questions.

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Insights through Reports

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 important 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

1

Reports pane segmented by Report type and Personal menu

2

Report search box

3

Grouped preview (view will change depending on what was chosen in the reports pane) of default reports and User reports

4

One tab for known filters which can be viewed only when a report is selected

5

View, Settings, Save as and Share

Available Standard Reports

Report Types

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

Landscape reports give you an overview of your IT landscape at a certain point of time or in a time frame, grouped by Business Capabilities Technical Stack or others. With the report views you can create color-coded heat maps of your landscapes.

Matrix

Matrix reports give you a color-coded overview of Fact Sheets like Applications, IT Components or Projects grouped by two Fact Sheet types in a Matrix.

Portfolio

Portfolio reports are matrix reports that groups Applications, Projects or Provider according to specific attributes like the Applications 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.

Circle Map

The Circle Map report shows you how different Interfaces and Applications are linked to each other. It helps you identifying dependencies.

Cost Reports

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 costs you annually. It helps you to understand the cost allocation and to analyze where costs could be reduced.

World Map

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

Roadmap reports generally give an overview of the lifecycle time frame of all Applications, IT Components or Projects. You are able to see very quickly for example when did we start using an application and till when are we planning to use it.

Other

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

Apply Filter

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:

Examples:
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 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 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 fulfill 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 own tag you can use these tags to create your own, individual heatmap.

Adjust views

For a detailed overview on views you can apply to reports, please take a look at Reporting Views.

Report-specific configuration

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 a 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 user can display and use Reports flexibly in different ways.

  1. Open a report
  2. click in the upper right (next to "Share") at "[...]"
  3. There are 4 options

Export as XLSX

Just click on "Export" and then you can Download the file

Export as PDF/SVG

If you choose to export a report as PDF, you will have the choices 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.

Show as PNG

-> a new tab opens, you can download it

Export as embedded code

  1. Click on "Export as embedded code"
  2. Click on "copy" to select the displayed code sniplet

You can embed this code as an iframe in a website or your companies 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

📘

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 period 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 days ago

Insights through Reports


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.

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