Skip to main content

Custom reports

Custom reports let you build reusable views for your organization's questions. Caplo supports three report builders: landscape reports, roadmaps, and bar charts.

Landscape reports​

Landscape reports show nested groups of related entities. Use them when the shape of the architecture matters more than a total or ranking.

Beyond nested layers and relation paths, landscapes support several ways to highlight what matters on each layer:

  • PACE coloring by a metadata field such as TIME classification or lifecycle stage, with a per-layer color map and legend. TIME starts with Invest in green and Eliminate in red.
  • Capability fitness (POPIT) on capability layers, coloring cards by overall fitness from the four built-in People, Process, Technology, and Information assessments
  • Display properties under card or chip names as text or numeric bars
  • Timeline sliders that keep items visible only while they appear and have not yet disappeared

Read the landscape reports guide for layer direction, coloring, capability maturity, display properties, timelines, and saving guidance. For a full assess-then-report walkthrough, see Capability maturity mapping.

Roadmap reports​

Roadmap reports turn connected repository data into a split tree-and-timeline view. Use them when timing, milestones, and sequence matter more than totals or card layout.

Read the roadmap reports guide for layer timing, milestones, timeline edit mode, and saving guidance.

Bar charts​

Bar charts group or aggregate entities into bars. Use them when you need comparison, prioritization, or a simple executive summary.

Read the bar charts guide for aggregation, relation-path grouping, timelines, built-in templates, and saving guidance.

Shared guidance​

All three report types rely on repository relations, metadata, and clean source data. If a report feels empty or surprising, the usual cause is relation direction, path choice, filters, or missing repository data rather than the visualization itself.

Save a custom report when it answers a recurring question. Shared reports should have clear names and stable filters so teammates can trust them. On the Reports page, click a saved custom report row to open it; use the row ... menu for Edit or Delete (owners can always delete their own reports; admins can also delete shared reports). You can also delete from Overview. On a saved report, open History to browse past definitions. View is a read-only preview. Restore writes that definition onto the live report. See History and snapshots.