Cohort Report Builder for Non-Date-Based Cohorts

The Cohort Report Builder is great at helping merchants study how different subsets of users behave over time. In the past, the Cohort Report Builder was 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. Look at a few use cases for this feature.

Use Cases

This is not a comprehensive list, but here are some potential analyses that can be accomplished with this feature.

  • Examining the revenue of customers acquired from Google versus Facebook
  • Analyzing customers whose first purchase was made in the US versus Canada
  • Looking at the behavior of customers acquired from various ad campaigns

How to Create Your Analysis

  1. Click Report Builder on the left tab or Add Report > Create Report in any dashboard.

  2. In the Report Builder Selection screen, click Create Report next to the Visual Report Builder option.

Adding a metric

Now that you are in the Report Builder, you add the metric that you want to perform the analysis on (example: Revenue or Orders).

Native Google Analytics metrics are not compatible with the Cohort Report Builder. The goal for this example is to look at revenue over time for first-order customers who were acquired through different Google Analytics sources.

Toggle Metric View to Cohort

1-toggle metric view to cohort

This opens up a new window where you can configure the details of the Cohort Report.

Five specifications are needed to build a Cohort report:

  1. How to group the cohorts
  2. Selecting cohorts
  3. Action timestamp
  4. Cohort first action time range
  5. Time range after cohort occurrence



1. Grouping cohorts

Cohorts are grouped by a behavior characteristic, in this example Customer's first order GA source. The options available here are columns that are already designated as groupable for the metric.

2. Selecting cohorts

You can show all results for the given characteristic. Since this can result in many cohorts, you can select the specific cohorts (which corresponds to the various values available for Customer's first order GA source) that you need.


3. Action timestamp

This allows you to choose a date-based column other than the column on which the metric is created. Below, you look at selecting the time range that applies to the given action timestamp.

4. Cohort first action time range

Here is where you 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.

5. Time range after cohort occurrence

Do you want to see the cohorts over time by month, week, or year? Here is where you make those selections. Beneath that section, you will select the time range after the cohort action timestamp occurred. For example, this shows you 12 months of data for the customers who placed the first order during the action time range.


Filters applied to your metrics remain intact when you toggle between Standard and Cohort views.

See Perspectives.