---
title: "How to Create a Custom Report: End-to-End"
url: "https://dm0bkdes5q7a2ls.productfruits.help/en/article/creating-your-own-custom-reports"
language: "en"
last_updated: "2026-02-06T03:03:22.248Z"
---

# How to Create a Custom Report: End-to-End

Use the instructions in this topic to create a custom report from beginning to end.

## Overview

Spirion Sensitive Data Platform Custom Reports can be created to support different use cases and provide visibility into your organization's data security posture management.

-   Below is an end-to-end example of creating a custom report that captures the social security numbers by location (files, including file path, that contain sensitive data).
-   For more example custom reports with detailed instructions, see [Custom Report Examples](https://dm0bkdes5q7a2ls.productfruits.help/en/article/custom-report-examples).

## **Example Report 1: Discover Social Security Numbers by Location**

Create a report that shows endpoints, such as company laptops, that contain Social Security numbers (SSN).

Using the **Matches by Location** you can determine the physical location of specific data value(s): Which company laptops have Social Security Numbers (SSN) on them?

1.  From the left side navigation menu, select Reports > Custom Reports.
2.  The "Custom Reports" page opens.
3.  In the top right corner click the blue **\+ Add Report** button.  
      
    ![](https://docs.spirion.com/Content/Resources/Images/Assets/Reports/Updated/Reports%2047.png)
4.  The "Create Report" wizard is displayed.
5.  On the **Basic Information** screen, our example uses a name and description that describes what our report will provide:
6.  -   **Name**: SSN Location
    -   **Description**: Which company laptops contain Social Security Numbers  
          
        ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2015.jpg)
7.  Click the **Next** button.
8.  In the "Columns Setup" screen "Available Columns" section, select the following to move to the "Selected Columns" section:
9.  -   Locations Settings:
    -   -   Match Count
        -   Location
    -   Matches:
    -   -   Data Type  
              
            ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2016.jpg)
10.  Click the **Next** button.
11.  The **Filters** screen opens. Add the following:
12.  1.  From the left column, select **Data Type** from the drop-down list.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2025.1.jpg)
     2.  From the center column, select **Contains** from the drop-down list.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2025.2.jpg)
13.  From the right column, click the ellipse to open the Select Items pop-up window.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2025.jpg)
14.  The **Select Items** pop-up window opens.
15.  1.  Enter Social in the search box.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2027.jpg)
     2.  In the left column, locate Social Security Number and click the right arrow to select the value.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2028.jpg)
     3.  Click the **OK** button to add.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2029.jpg)
16.  Click the **Next** button.
17.  The **Export Schedule** screen opens.
18.  Leave the **No Schedule (Export manually)** option selected to manually run the report. (See the scheduling portion of [Searches](https://dm0bkdes5q7a2ls.productfruits.help/en/article/working-with-custom-reports#searches) for other scheduling options.)  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2030_280x167.jpg)
19.  Click the **Next** button.
20.  The **Summary** screen opens.
21.  1.  Click the **Generate Report Preview** button to preview your report (optional).  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2018.jpg)
     2.  Click the **Confirm** button to generate the preview.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2019.jpg)  
         **Note**: The report preview will load up to 100 rows of data for review. For complex reports this can take several minutes to complete.
22.  The report preview is displayed.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2020.jpg)
23.  Click the **Finish & Save** button to save the report.
24.  To view the report use the following steps:
25.  1.  Locate the new report in the **Custom Reports** section.
     2.  In the row of the report click the more options menu at far right, and then click **View Report**.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2031.jpg)
26.  To export the report use the following steps:
27.  1.  Locate the new report in the **Custom Reports** section.
     2.  Click the more options menu, and then click **Export Report**.  
           
         ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2032.jpg)
28.  A **Report Export** notification message is displayed.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2022.jpg)  
     **Note**: It may take several minutes to generate the report. You can view the report progress in the REPORT DOWNLOADS tab.
29.  You receive an email notification when the report is ready.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2023.jpg)
30.  Locate your report in the REPORT DOWNLOADS tab and click on the link shown in the **Link** column in the table to download to your computer and use the data in your report software.  
       
     ![](https://docs.spirion.com/Content/Resources/Images/Assets/DECR/DECR%2024.jpg)