Understanding Reports

The power of SAP LeanIX is also that you can quickly visualize and generate insights from all the data you provide and maintain. Reports help visualize data, provide insights, and support informed decision-making. They offer a comprehensive view of an organization's architecture, enabling analysis of application portfolios, technology stacks, dependencies, and more. In SAP LeanIX, reports enhance transparency, communication, and strategic decision-making.

The key benefits of generating reports are:

1. Utilization of meta model data about applications and other fact sheets.
2. Out-of-the-box standardized reports or creation of custom reports (advanced) to visualize data with the right chart and graph types
3. Tailoring reports by filtering for specific data criteria or clustering by elements

Understand how you can structure reports by filter, view via available fields, settings to detail out reports and layout for visualization is helpful to present your insights and data in a meaningful way. Let's go through the general basics on how you can adjust reports:

1. Reports tab

   Clicking on reports leads you to the list of all available reports. By clicking on the specific report (e.g. application landscape report), you will land on the default view.

2. Applying filters - option 1

   You can apply filters available on the left according to your needs.

3. Applying filters - option 2

   Applying filters also works by clicking the + button.

4. Adjusting views

   You can adjust your view by clicking on theavailable drop-down menu, and choose whether your view should be based on the fields on fact sheets (e.g. lifecycle), relations, related fact sheets or tags.

5. Applying report-specific configuration

   This allows you to change layout mode, sort, or adapt the view to different application levels.

6. Clustering

   Use settings to cluster your view, in this case, applications by relations, fields on the fact sheet, tags or timeline.

Step 1: Structuring your view via available fields

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As explained above, it is important to understand essential fields that help you structure your view when generating reports.

Step 2: Reports filtering

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In this walkthrough, see how using the fields in your reports helps you to generate the report you need.

SAP LeanIX offers various report types, including landscape, matrix, portfolio, cost, roadmap, radar (application and technology), circle, and world map reports. You can also create custom reports. These reports can be included in presentations to share insights with stakeholders, typically by enterprise architects or workspace admins. We will cover a few report types, but remember that reports are highly interactive and can be customized to meet your needs.

The SAP LeanIX landscape report provides a high-level overview of an organization's IT landscape and helps to understand the dependencies, interconnectivity, and overall structure of the technology environment. You can organize the information by business capabilities, tech categories, and other criteria. It also features a heat map highlighting areas needing attention based on factors like business criticality. Using this report, organizations can make informed decisions about IT investments, identify potential risks, and find redundancies.

As a fact sheet owner, you can overview how the applications you own contribute to the business capabilities and organizational objectives.

The walkthrough below shows how business critical the applications with approved or broken quality seals and active lifecycle phases, linked to different business capabilities in the precisely defined timeline, are.

The matrix report in SAP LeanIX provides a color-coded matrix view that shows the correlation between three different fact sheet types. This can be used to analyze the portfolio across various dimensions and timeframes.

The application matrix report color-codes your applications, business capabilities, and organizations. It can help answer questions such as which applications supporting HR business capabilities are active or reaching the end of life for headquarters and Spain.

The example shows the number of active and end of life applications supporting HR for headquarters (1 active, 1 end-of-life) and Spain (2 active), as well as a breakdown of applications supporting specific aspects of HR business capabilities at level 2 modeling (employee lifecycle management, recruiting, and workforce management).

The roadmap report in SAP LeanIX provides a visual representation of an organization's enterprise architecture's future direction. It outlines strategic initiatives, projects, and priorities that will enable the organization to achieve its desired future state.

The roadmap report allows users to visualize the evolution of their organization's IT strategy and portfolio over time by using a timeline view of applications, IT components, or initiatives.

Example showcases the timeline of applications supporting HR (level 1 and 2 business capabilities) for the headquarters' cloud transformation 2025 initiative, where only one application, HR Plan, is active.

The SAP LeanIX portfolio report groups applications, initiatives, or providers based on specific attributes, such as functional and technical suitability, based on Gartner's TIME assessment. It can help identify areas that require attention and support use cases like application portfolio assessment and application rationalization.

This report is more important for workspace admins, IT leaders, and stakeholders who need to understand the overall health and performance of their organization's IT assets.

The application portfolio report assesses a portfolio based on technical fit versus functional fit. It helps identify which applications are suitable from both a technical and functional perspective for specific business capabilities and projects.

The example below highlights the applications that are technically and functionally suitable for HR (level 1 and 2 business capabilities), considering their lifecycle phases and relevance to the reorganization project.

The circle map report shows the interconnections between the interfaces and applications in an organization's system architecture. You can group applications alphabetically or by business capabilities to visualize dependencies between them. You can also easily identify provider or consumer applications and analyze their impacts. This is particularly helpful in identifying potential risks while transforming legacy systems.

Below you can see applications' dependencies in end of life phase and their consumed or provided interfaces.

For more, please look at our documentation on reports.