How to read the Journey report within specific cohorts

The Journey report shows exactly how your audience moves through the campaign stages you've set up. It tracks audience growth, shrinkage, and transitions — all color-coded so you can see what's working at a glance.

Access the Journey report

Go to Cohorts > [Your Cohort] > Journey tab. You'll see all audience changes over time, with red numbers showing audience decreases and green showing increases.

Why audience numbers change

Your cohort audience fluctuates based on four main factors:

1. Cohort criteria changes — Contacts are automatically removed if they no longer meet the criteria for the cohort

2. New or updated contacts — Contacts added or updated in your CRM to meet the criteria are automatically included

3. Stage transitions — Targets move between different journey stages based on engagement criteria

4. Step progressions — Targets progress through steps within stages

Manually resync if needed

Users with the influ2_admin role can click the Resync Cohort button to force an immediate sync. The cohort status changes to "Syncing," and the resync can only be used once every 60 minutes after the previous sync completes. (The resync button is inactive for cohorts in "Archived" or "Syncing" status.)

Understanding the Journey report columns

"As of [date]" (Start)

Shows the number of people at each journey stage and step at the beginning of your selected timeframe.

"Cohort match"

Displays how many targets met the cohort criteria and how many became ineligible.

• Positive values = new targets added to the cohort

• Negative values = targets removed based on cohort criteria or deleted from your CRM

"Stage match"

Shows how targets moved across different stages based on criteria they met. You can scroll to see details on where targets ended up after meeting cohort criteria.

• Positive values = targets transitioning to the current stage

• Negative values = targets leaving the current stage for other stages

"Steps transitions"

Details how targets progressed through specific steps and which criteria caused each transition.

You can collapse/expand the list of conditions for each stage using the dropdown (expanded by default). If journey conditions changed during your selected period, all applicable conditions are shown.

"As of [date]" (End)

Shows how many contacts are at each stage or step at the end of your chosen period.

Use filters and date selection

The Journey report includes several filtering options:

• Custom Range — Pick any start and end dates

• Navigation Buttons — Move forward or backward by months

• Standard Presets — Quick options for last 7 days, last 30 days, or last 90 days

You can also search by journey stages and steps (2+ characters required).

Click any number to see the audience behind it

When you click on any number in the Journey report, the system displays a detailed Audience list showing all targets that fall within that value. For each target, you'll see:

• Name, title, and profile photo

• Buying group and status

• Impressions, Clicks, Visits (within your selected date range)

• Last engagement date and last outreach date

• Outreach touchpoints (within your selected date range)

• Active period (from and to dates)

The list is sorted by most recent engagement first, then by total clicks, total impressions, and alphabetically. You can export this list to use in external analysis tools.

Take action on your cohort

From the Journey report, you can also:

• Duplicate — Create a copy of the cohort with the same journey and audience

• Edit Cohort — Update cohort settings and audience criteria