Guide to Quicksight Reports

There are three tabs located within the Quicksight Summary Report:

KPIs
People Data
Current Photo Report
Cardholders
Beta

This guide will help explain each tab and each column that you can find in the report.

KPIs (Key Performance Indicators)
- Active Cardholders
  - Amount of cardholders within your organization that have been active in the past year
- Approved Photos
  - Amount of approved photos within your organization within the past year
- Denied Photos
  - Amount of denied photos within your organization within the past year
- Approved & Denied Photos by Month
  - Visual chart to show how many approved / denied photos each month
- Work Months Saved
  - Metric of how many ID office worker hours were saved by online photo submission approval (rather than having to take photos in person). Each photo works out to 2 minutes of office work saved minus a small amount for each photo denied.
- Student Semesters Saved
  - Metric of how much student time was saved by submitting photos online assuming a student saves 15 minutes of by uploading their photo online instead of standing in line (based off a semester of 75 class days, which are each 8 long)
- Photo Status by Person
  - Chart showing user’s photo status
- Photo Submissions
  - How many photos have been submitted in your organization
- People with Photos
  - How many users have a photo in their record
- First Photo Approval
  - How many photos were approved with the first submission
- Invite Response Rate
  - What percentage of invitation emails resulted in a photo being submitted
- HelperBot Classifications
  - Chart to show how HelperBot has classified the submitted photos
People Data
- Person Data
  - identifier
    - User identifier i.e. ID number
  - email
    - User email address
  - custom_field_values
  - date_created
    - Date user was created
  - last_updated
    - Date user record was last updated
  - date_terms_accepted
    - Date the user accepted terms and conditions
  - activated_date
    - Date user activated their account (via SSO or through the welcome email)
  - account_expired
    - True (1) / False (0) if account is expired
  - account_locked
    - True (1) / False (0) if account has been locked
  - additional_photo_required
    - True/False (0/1) if additional photo is required
  - password_expired
    - True (1) / False (0) if password is expired
  - password_reset_required
    - True (1) / False (0) if password reset is required
  - enabled
    - True (1) / False (0) if account is enabled
  - person_id
    - This is the unique, CloudCard database ID that each person (regardless of org) has. It allows information to be mapped to a specific person on each table.
Email Data
- identifier
  - user identifier i.e. ID number
- email
  - User email address
- email_group_name
  - Email group the user has been assigned to
- unsubscribe
  - If the user has unsubscribed from the emails
- last_email
  - Date of last email sent to user
- welcome_count
  - How many welcome emails sent to user
- last_welcome
  - Date of last welcome email
- login_count
  - How many login emails have been sent to user (sent by either “resend invite” or “reset password” buttons on user record
- last_login
  - Date the last login email was sent
- approval_count
  - How many approval emails sent to user
- last_approval
  - Date the last approval email was sent
- denial_count
  - How many denial emails sent to user
- last_denial
  - Date the last denial email was sent
- adhoc_count
  - How many adhoc emails were sent to user
- last_adhoc
  - Date the last adhoc email was sent
- good_feedback_count
  - How many good feedback emails sent to user
- last_good_feedback
  - Date the last good feedback email was sent
- maybe_feedback_count
  - How many maybe feedback emails sent to user
- last_maybe_feedback
  - Date the last maybe feedback email was sent
- bad_feedback_count
  - How many bad feedback emails sent to user
- last_bad_feedback
  - Date the last bad feedback email was sent
- Password Reset Count (Office Users)
  - Counts the total number of office user password reset emails sent.
- Last Password Reset (Office Users)
  - Last time an office user password reset email was sent out.
Photo Data
- identifier
  - User identifier, i.e. ID number
- email
  - User email address
- photo status
  - User photo status
- photo_count
  - How many photos user has submitted
- last_photo_date
  - Date the last photo was submitted
- last_approval_date
  - Date the last photo was approved
- is_last_photo_approved
  - If the last photo submitted is approved
- pending_count
  - How many pending photos the user has
- approved_count
  - How many approved photos the user has
- denied_count
  - How many denied photos the user has
- enroute_count
  - How many enroute photos the user has
Office Users
- email
  - Office user email address
- roles
  - The roles assigned to the office user
- role_count
  - How many roles are assigned to the office user
Current Photo Report
- User Status
  - Filter if user is active or archived
- Photo Status
  - Filter if photos are:
    - Done
    - Pending
    - Denied
    - Discarded
    - Downloaded
    - no submitted
- Current Photo per User
  - this is where the filtered user/ photo status fields are displayed by:
    - Email
    - id_number
    - user_status
    - current_photo_status
    - photo_last_updated_date
Cardholders
- This is where you can filter the not archived users
  - All_Cardholders_Not_Archived
    - Displays all active users
  - Total Cardholders (not archived)
    - Displays the numbers of active users

You can use this feature to generate a list of active users.

Beta (subject to change without notice)
- Download Photos Report
  - photo _status
    - User photo status
  - identifier
    - User identifier, i.e. ID number
  - email_group
    - Email group that user has been assigned to
  - person_date_created
    - Date the user was created
  - photo_date_approved
    - Date photo was approved
  - photo_date_created
    - Date the photo was created
  - download_photo_command
    - Curl command that is used to download photos
  - download_url
    - This is the the URL to access the photo on the AWS S3 database