Cohort Report Builder for Non-Date-Based Cohorts
Cohort Report Builder has been great at helping merchants study how different subsets of users behave over time. In the past, the
Cohort Report Builder was mainly optimized for grouping users by a common
cohort date (for example, the set of all customers who made their first purchase in a given month). The
Non-Date Based Cohort feature now gives you the power to group users by a similar activity or attribute. Take a look at a few use cases for this feature.
This is not a comprehensive list, but here are some potential analyses that can be accomplished with this feature:
Click Report Builder on the left tab or Add Report > Create Report in any dashboard.
Report Builder Selection screen, click Create Report next to the
Visual Report Builder option.
Now that we are in the
Report Builder, we add the metric that we want to perform the analysis on (example:
Native Google Analytics metrics are not compatible with the
Cohort Report Builder. Our goal for this example is to look at revenue over time for first-order customers who were acquired through different GA sources.
This opens up a new window where we can configure the details of the Cohort Report.
Five specifications are needed to build a Cohort report:
Cohorts are grouped together by a behavior characteristic, in this example
Customer's first order GA source. Note that the options available here are columns that are already designated as
groupable for the metric.
You have the option to show all results for the given characteristic. Since this can result in a large number of
cohorts, you can select the specific
cohorts (which will correspond to the various values available for
Customer's first order GA source) that you need.
This will allow you to choose a date-based column other than the column on which the metric is created. Below, we look at selecting the time range that applies to the given
Cohort first action time range
Here is where you will select the date range that contains the
cohorts action timestamp (so, customers who had the first order from November 2017 to October 2018). This can be a moving date range or a fixed date range.
Time range after cohort occurrence
Do you want to see the
cohorts over time by month, week, or year? Here is where you will make those selections. Beneath that section, you will select the
time range after the
cohort action timestamp occurred. For example, this will show you twelve months of data for the customers who placed the first order during the action time range.