Cohort Analysis is a powerful tool that allows you to track and analyze the behavior of specific groups of users over time. Following the step-by-step instructions below, you can create and customize Cohort Analysis reports tailored to your business needs.
Step 1: Access Reports Module
Go to the Reports module in your dashboard.
Step 2: Return to Listings Page (if needed)
If you find yourself on the Reports Details page:
Click on the 'View Reports' button.
Then click on the 'New Report' button to return to the Listings page.
Step 3: Set Up Your Report
Give your report a name.
Step 4: Add Widget
Click on 'Add Your Widget'.
Step 5: Choose Widget Type
Select a preexisting template from 'Select your templates' or 'Select from the Revlitix templates.'
Alternatively, create a new one by selecting 'Create Custom Widget'.
Step 6: Widget Name
Choose a name for your widget.
Go to the 'Configuration' tab.
Step 7: Select Cohort Analysis
Choose 'Cohort Analysis' from the Widget type.
Step 8: Description
Provide a suitable description in the Widget Description field.
Step 9: Channel Name
Select a Channel name from the list of Integrated CRM channels.
Step 10: Object Type
Click 'Single Object' from the choices under Object Types.
Step 11: Object Selection
Choose an Object to determine Funnel stages for Primary and Secondary Objects.
Step 12: Time Range
Select the time range for the analysis.
Step 13: Aggregation
Choose the Aggregation type: 'Weekly,' 'Monthly,' or 'Quarterly.'
Step 14: Advanced Settings
Save as Template: Check this box if you want other Users to use this configuration.
It will be saved in 'Save from your templates,' a collection of all saved templates.
Step 15: Filter Tab
Provide an appropriate filter name.
Object: This will be picked up from the Configuration details.
Column: The users will see the custom dimensions, custom metrics, and KPIs in the dropdown.
Operator: Choose from a list of operators.
Value: Key in the value according to the column specifications.
Add more: Users can add more filters by clicking the 'Add More' button.
Save and Preview
Click the 'Save' button, which will populate a preview image on the right side of the page.
Step 16: Create Widget
Click 'Create Widget' located on the top right corner of the page.
Finalize
Next, save your report, which will transport you back to the Reports Details page.
