Create a cohort

task brazil Updated Mar 12, 2026 1 min read create-action-cohort.md
Raw file servicenow.com

Define the predetermined sequence of actions a group of users complete so you can track conversion rates at each step.

Before you begin

Role required: analytics_viewer, portal_analytics_viewer, mobile_analytics_viewer, core_ui_analytics_viewer, or now_experience_analytics_viewer.

About this task

Procedure

  1. Navigate to Platform Analytics > Usage Insights.

  2. From the Applications list, select the application to create a cohort for.

  3. Select Analysis > Cohort Analysis.

  4. Select the Create new cohort button ([Omitted image "uxa-create-cohort-button.png"] Alt text:).

  5. Enter a name and a description for the process you want to measure.

  6. Select two step types and their values and select Add.

    The step types are:

    • Visited a Screen
    • Triggered an Event
    • Performed an Action
    • Started any Session
    • Started their first Session The actions are dependent on the step type.

    [Omitted image "uxa-create-cohort-wizard.png"] Alt text: Create cohort wizard

  7. Select Save.

What to do next

View the cohort to see how many users who complete the first defined action also complete the second action. When you view the cohort, you can filter on Aggregation, Date range, User type, and Country, and add filters as necessary.

[Omitted image "uxa-cohort-ex.png"] Alt text: UXA cohort example, aggregated daily with a range of 7 days

Note:

  1. If data shown in the cohort analysis is not final, a note indicates that retroactive data is still being processed. Refresh the screen to see the report with final data.
  2. Users with the required roles can create, edit and delete cohorts for the applications they have access to.

Parent Topic:Cohort analysis in Usage Insights

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