The Cohort Discovery area, where you create and edit cohorts, can be accessed either by clicking on Cohort Discovery on the top navigation bar:
…by clicking Create new within the My Cohorts area:
…or by clicking Create new in the My Cohorts area of the Activity Centre:
Whichever way, you will be taken to the Cohort Discovery screen:
From here you set the criteria that will be used to select the individuals in your cohort:
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1
Naming a cohort
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2
Saving a cohort
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3
Filter Selections
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4
The Tracker
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5
Compare or Merge
Creating Cohorts
