This article assumes you have already created a cohort in order to begin tracking it. If you have not, it is worthwhile referring the Cohort Discovery documentation to learn how to apply filters and create your cohorts.

Once you have identified the cohort that you wish to track, you need to set the tracking method. This can be done in three places:

  • Activity center
  • My Cohorts list
  • Cohort dashboard

Activity center

To use the activity center to enable tracking on a cohort, follow these steps:

  1. Navigate to the Home screen, and select the activity center from the Home toggle Activity center: home location toggle

  2. Once within the activity center, in the my cohorts panel, locate the cohort you wish to track Activity center: my cohorts panel

  3. Click on the entry for the cohort to reveal the cohort actions toolbar and the Track option. Activity center: cohort actions toolbar Learn more about the cohort actions toolbar

  4. Click on the Track option to open the Track cohort settings dialog Activity center: track cohort settings

Now that you have accessed the tracked cohort settings, the next set of steps will take you through the options within the setting dialog.

My cohorts list

To use the my cohorts list to track a cohort, follow these steps:

  1. Navigate to My Cohorts from the primary navigation My cohorts: list of existing cohorts

  2. Locate the cohort you wish to track: you can do this either by scrolling through the list of cohorts, or by using the search bar to quickly filter the list of cohorts within Atmolytics Cloud My cohorts: cohort to apply tracking settings to

  3. Once the cohort has been located, click on the checkbox to the left of the cohort’s name, this will reveal the cohort actions toolbar within the my cohorts screen My cohorts: cohort actions toolbar

  4. Click on the Track cohort option to open the Track cohort settings dialog My cohorts: track cohort option

Now that you have accessed the tracked cohort settings, the next set of steps will take you through the options within the setting dialog

Cohort dashboard

Tracking is also available from the cohort dashboard, which is accessible in the following ways:

  • Cohort discovery: Immediately after cohort creation
  • Activity center: Using the view cohort option to take you to the cohort dashboard
  • My Cohorts: by clicking on the cohorts name to take you to the cohort dashboard

Once you have opened the cohort dashboard, follow these steps:

  1. From the dashboard click on the tracking tile to open the settings Cohort dashboard: tracked cohorts tile

  2. Specify the settings as you would with the setting dialog. Cohort dashboard: tracked cohorts tile

    Information

    The tracked settings dialogue in the cohort dashboard is different. Once you've applied your settings, this dialogue will:

    • Show you an overview
    • Show you the full history of what has happened with your cohort over time
    • Show you when members joined or left the cohort
    • Highlight when your cohort met a provided threshold

    Now that you have accessed the tracked cohort settings, the next set of steps will take you through the options within the setting dialog

Tracked cohort dialog

As previously described the tracked cohort dialog within the cohort dashboard differs to the settings being applied in either the activity center or my cohorts areas of Atmolytics Cloud.

Overview

Cohort dashboard: tracked cohorts overview

Change over time

The overview screen provides a by-year view on the change of the cohort over time graph, highlighting during what month the cohort met or fell outside of the boundary.

Joiners and leavers

The joiners and leavers graph shows the overal totals per calendar month of the number of members within the cohort.

Tracking status

The tracking status provides an overview of the settings of the tracked cohort and the ability to alter the settings.

If the cohort was once tracked and is not currently being tracked the historical data is still accessible.

Tracking records

Cohort dashboard: tracked cohorts records The tracking records screen provides a month-by-month view of the tracked cohort activity with the following information:

  • Cohort size: the overall size of the cohort on a given day
  • Number of joiners: the total members who met the cohort criteria on a given day and therefore joined
  • Number of leavers: the tofal members who no longer met the cohort criteria on a given day and therefore left
  • Lower bound: the lower bound at any given day, to help identify when the settings changed
  • Upper bound: the upper bound at any given day, to help identify when the settings changed
Display cohort changes only

This toggle allows you to filter out any entries where there was no change to the cohort size on a given day. Cohort dashboard: tracked cohorts records, filtered by cohort changes only

Settings

The settings screen allows you to change the settings of the upper and lower bound, the notification type as well as disabling the tracking altogether. Cohort dashboard: tracked cohorts records, filtered by cohort changes only

Track cohort settings dialog

The track cohort settings dialog gives you full control over how you want to track your cohort and receive notifications. Cohort dashboard: tracked cohorts records

  1. Toggle the tracking of the cohort, this will provide you the options to set a boundary and email notifications Cohort dashboard: tracked cohorts records

  2. Boundary: this allows you to specify a lower and upper bound for the number of subjects within the cohort. Cohort dashboard: tracked cohorts records
    • Lower bound: the minimum number of your subjects you want to be in the cohort
    • Upper bound: the maximum number of your subjects you want to be in the cohort

    For example:

    • If you were in an education setting, you might want to set up a cohort that contains pupils who had more than five did not attend school days. You could then use the cohort tracking to notify you when a threshold had been met across a school year or entire school which may affect the overall attendance figures for the school year
    • By setting up the tracking of the cohort, you would then be able to receive a notification that this threshold has been met for the school year or year group, or simply when a pupil joined the cohort
  3. Email notifications: there are four types of notification: Cohort dashboard: tracked cohorts records
    • A subject joins or leaves the cohort: notifies you with a running total of how many members are within the cohort
    • A subject joins the cohort: notifies you when a member joins the cohort
    • A subject leaves the cohort: notifies you when a member leaves the cohort
    • The cohort size falls outside the bounds provided: notifies you when the threshold specified by the boundary has been met
  4. Save the settings: once you have specified the settings for the cohort tracking, saving will provide you with updates when your data is refreshed
Information

The boundary and email notifications can be used independently from one another, as such you can:

  • Track a cohort without receiving notifications; or
  • Track a cohort with a boundary without receiving notifications; or
  • Be notified only when the members join the cohort; or
  • Be notified only when the members leave the cohort; or
  • Be notified only when the members join and leave the cohort;

If notifications are disabled, you will have to manually check up on your cohorts and their tracking activity.

Identifying existing tracked cohorts

Cohorts: identifying existing tracked cohorts

To identify cohorts that are being tracked, whereever the cohort is detailed within Atmolytics Cloud it will be accompanied with a label informing you of its tracked status.

Changing or disabling tracking settings

To change or disable the settings of the tracked cohort, follow the steps listed above to open the tracking settings dialog and make adjustments. The tracked cohort settings can be accessed from the activity center, my cohorts or cohort dashboard.

Home: Tracked cohorts

Cohorts: identifying existing tracked cohorts

The Home > Tracked cohorts area provides an overview of all of your tracked cohorts in one place.

From the tracked cohorts area you can view the following:

  • Total number of tracked cohorts
  • Number of tracked cohorts which are within the boundary settings
  • Number of tracked cohorts which are outside the boundary settings
  • When the tracking data was last updated

In addition to these overview statistics, you’ll also be able to view the following:

  • Change over time: a trend graph of changes on average per calendar month
  • Cohort size: a trend graph of your cohort over the last year
  • Joiners and leavers: the total joiners and leavers per calendar month

Further reading