---
title: "Reporting with PowerBI (via Custom Report .csv)"
url: "https://dm0bkdes5q7a2ls.productfruits.help/en/article/reporting-with-powerbi-via-custom-report-csv"
language: "en"
last_updated: "2026-03-10T15:46:09.552Z"
---

# Reporting with PowerBI (via Custom Report .csv)

Reporting in PowerBI streamlines auditing with advanced filtering on Spirion categories.

## Overview

Reporting in **PowerBI** streamlines auditing with advanced filtering on categories such as:

-   Scan Name
-   Targets
-   Classifications
-   File Type
-   Data types

**Spirion reports** can be accessed in PowerBI via CSV, Rest API, and Scripts, among other data sources.

This article provides a Power BI template designed to answer the questions of where and how much SPI exists. Thus, enabling **data stewards** and auditors a means to quickly determine which users and files can be prioritized for highest impact to risk, data accuracy, and organizational policy.  
  
**NOTE**: Exporting report data from the Spirion console can expose file paths, server names, and risk metrics. Take precautions to safeguard this data.

### Links

-   Steps to use report template
-   Required Files - [Spirion-High Level-v1.0.4.pbit](https://spirionsdp.zendesk.com/hc/en-us/article_attachments/35070683212429)  
    

**Pertinent Reporting Categories**

-   **Location Type**: Selection based on Cloud (Email, Storage), Standard Files (File, Mdb, Compressed File), Exchange (Email, Attachments), SharePoint, NoSQL
-   **Scans** ordered by most recent
-   **Targets** ordered by Match count or Location count
-   **Classifications** by Location count
-   **File Type** by count
-   **Data Type** by Match count
-   **Parent**: the root of the location extracted from the Location (full string) based on the **Location Type**:
-   -   **Cloud Email/Storage**: User FQDN
    -   **Exchange**: Username
    -   **Files (Compressed, Mdb, File)**: Root folder of Location
    -   **SharePoint**: Site name
    -   **NoSQL**: Database name
    -   **Web Page**: site root

***Screenshot: Report interface populated and filtered on Cloud Storage***  
![](https://media.userguiding.com/files/knowledge-base/95602/file-1749662232095.png)

## How to Use Report Template

Procedure:

1.  Create a Custom Report named "**Spirion-BI-Report-001**" with the following fields: 

**Report Data Fields**

-   Endpoints: Target Name
-   Locations: Location
-   Location: File Type
-   Locations: Internal location Type
-   Locations: File Owner (not used)
-   Locations: File Size
-   Locations: Date/Time Modified
-   Locations: Classifications
-   Matches: Database Column Names (not used)
-   Matches: Match Count
-   -   Aggregate: Sum
-   Matches: Action
-   Matches: Data Type Name
-   Searches: Search Start Date/Time
-   Searches: Scan Name

2.  Set filters as needed to constrain the data set.  
    

**NOTE**: Reports with many rows are processed for a compressed download.  
  
Unless filters are applied, there will be one row for every location containing a match and every unique data type found in that Location (file path, database table, SharePoint site collection).  
  
*An estimate for duration of generation can be made using ~8500 rows/minute.*

-   **Report Generation Time (1M rows)**  
    ~118 minutes (~1.96 hours)
-   **Estimated Uncompressed Size (1M Rows)**  
    ~278.94 MB
-   **Estimated Compressed Size (1M Rows)**  
    ~5.22 MB
-   ***Example Filters***:
-   -   **Search Start Date/Time>Last X** (Weeks, Months, Years)
    -   **Scans** (select scans to include from the pick list)
    -   **Target** (select Targets to include from the pick list)  
          
        ![](https://media.userguiding.com/files/knowledge-base/95602/file-1749662298722.png)

3.  **Generate CSV export**
4.  1.  (Optional) By Scheduled export
    2.  (Optional) On-demand
    3.  1.  Hover the row menu icon **⋮** of the Report Name to export
        2.  Click **Generate Export**
5.  Download the zip file
6.  Extract the CSV to "C:\\SpirionReports"
7.  Open the PowerBI template file (.pbit)
8.  1.  **Example**: Spirion-High Level-v1.0.x.pbit
    2.  Change the report path if you wish (Optional)
    3.  1.  Click **Home (tab)>Transform data** (Queries section)
        2.  Click **Advanced Editor** (Query section)
        3.  Modify the "FilePath" parameter.
        4.  Close & Apply