Help Center · Organizations
Follow progress: cohorts, reports and alerts
Group clients with a deadline, download Excel reports, and see who is falling behind.
Cohorts (Starter and up)
- In the portal menu, click Cohorts.
- Under New cohort, enter the Cohort name, pick the Course and a Deadline, then click Create cohort.
- Pick clients and click Add to cohort. Click Cohort Excel report to download that cohort's progress.
Progress report (Starter and up)
Under Reports, click Download .xlsx in Progress report (Excel). Admins get every client; case managers get their own clients. Clients who have stopped sharing show no progress.
Alerts (Growth and up)
- A client with no course activity for 7 days on an unfinished course gets a reminder email, at most once a week per course, and appears under Inactive clients.
- Certificate expiry lists certificates that expire within 90 days.