Member cohort reports

What this is

Member cohort reports are one of the four document types that land in your Vault. Where a quarterly review summarizes the whole network and a compliance audit tracks compliance status, a member cohort report is a comparison artifact: a generated PDF (with a matching XLSX export when one exists) built around a defined group of memberships, showing how that group performs in aggregate, either against each other or against a broader comparison.

Vault doesn't build these reports itself. It's the library where they land once something else, most commonly the Discovery Day builder or whatever process your network uses to run a periodic cohort comparison, has finished generating one. Vault's job is to store it, show it in the right row, and let you open it.

Where to find it

• HQ sidebar: click Vault.
• Direct URL: hq.verinode.ai/vault.

On the Vault page, scroll past the summary panel and the Recent row. Member cohort reports get their own row, titled Member cohort reports, below the Discovery Day Packs, Quarterly reviews, and Compliance audits rows.

How the row filters the shared dataset

Every document in Vault, regardless of type, comes from the same underlying document library. The page loads that library once, then slices it several ways to build the rows you see: Recent shows the 12 newest documents across every type; Discovery Day Packs, Quarterly reviews, Compliance audits, and Member cohort reports each show only the documents tagged with that one type.

The Member cohort reports row filters the shared library down to documents tagged as member cohort comparisons, and nothing else. A document only appears in this row if its type is a member cohort report; a quarterly review or a compliance audit, however similar its subject matter, never shows up here. The row does not read from a separate cohort-reports source: it's a filter on the exact same data the rest of the page reads, so the moment a new cohort report finishes generating, it appears both here and, if it's recent enough, in the Recent row above too.

Reports render newest-first within the row (most recently generated at the top), and the row can hold as many member cohort reports as your network has generated. There's no separate paging control; if you're looking for an older one, the tile's period range and its "Generated..." timestamp are what to scan by.

What each tile shows

Every member cohort report tile uses the same four-piece layout as every other document tile in Vault:

1. Type label, reads Member cohort, in its own accent color so you can tell it apart from Discovery Day Packs, quarterly reviews, and compliance audits while scrolling the page.
2. Period, the tile's headline. If the report has a defined reporting period, it shows as a YYYY-MM → YYYY-MM range (for example, 2026-04 → 2026-06). If the report has no defined period, the tile falls back to showing the date it was generated instead.
3. Availability, reads "PDF + XLSX available" once the report's PDF has finished generating (the Excel export, when one exists, travels alongside it), or "Generation incomplete" if the PDF isn't ready yet.
4. Generated timestamp, reads "Generated" plus a relative time: "today", "1 day ago", a day count under 30 days (for example, "9 days ago"), or a month count at 30 days or beyond ("1 month ago", "4 months ago").

How to open one

Click the tile. Vault opens the report in a new browser tab: the PDF if one exists, or the Excel export if that's the only file ready. If a tile reads "Generation incomplete," it has no file to open yet, and clicking it does nothing.

1. 1Go to Vault from the HQ sidebar.
2. 2Scroll past the summary panel and the Recent row to Member cohort reports.
3. 3Find the report you want by its period range and generated timestamp.
4. 4Click the tile.
5. 5The PDF opens in a new tab (or the Excel export, if that's the only format ready).

How this shows up in the summary panel

The panel at the top of Vault counts every member cohort report toward the overall Generated documents total and toward the "N new 30d" freshness pill, the same as any other document type. It doesn't, however, get its own callout number in the panel's right-hand breakdown. The three figures shown there, Discovery Day Packs, Quarterly reviews, and Compliance audits, describe that last figure as covering "Audit + cohort artifacts": member cohort reports count toward the overall total and are conceptually grouped with compliance audits in that label, even though they get their own dedicated row further down the page rather than their own hero number.

How the cohort reference shows up in the Access trail

Below the document rows, Vault keeps an Access trail, a running log of who pulled which HQ document and when (see the Access trail article for the full breakdown). Rows tied to a specific member cohort carry a reference line that identifies exactly which cohort was involved, so a franchisor can trace a document pull back to the underlying comparison group without opening the document itself.

That reference line can include:

• A short cohort identifier, shown as a truncated fragment followed by an ellipsis, so you can match it against the cohort you're looking for without the full identifier cluttering the row.
• The fiscal year and quarter the cohort's comparison covers (for example, "FY2026 Q2").
• The methodology version the comparison was built under, when the pack carries one.

You'll see this cohort reference most often on rows labeled Item 19 pack or Counsel-review link (signed), since a Financial Performance Representation pack is always built around one specific cohort and counsel needs to know exactly which one they're reviewing. Other document kinds in the trail (Discovery Day pack, Recruitment deck, Board slide) carry a different reference, such as a section name or a franchisee count, whichever detail applies to that pull; if none applies, the row shows a dash instead.

The cohort reference in the Access trail identifies which comparison group a document pull was about. It never surfaces any one membership's individual figures, only which cohort, and which period, the pull concerned.

Empty state

If your network has never generated a member cohort report, the row shows this line instead of tiles:

"No member-cohort reports yet."

This isn't an error. It means no cohort comparison has been generated for your network yet, not that anything is broken or missing. The report appears here automatically once one is produced.

Not to be confused with the cohort builder

The name overlaps with a different tool on the Benchmarks side of HQ, the cohort builder, and it's worth keeping the two straight:

• A member cohort report (this page) is a generated, saved document. It has a PDF, it sits in your Vault, it shows up in Recent, and it stays there until your network's retention settings say otherwise.
• The cohort builder is a live, on-the-spot comparison tool on the Benchmarks page. It computes a fresh group-versus-rest read the moment you build it, and nothing about that comparison is saved: no document, no PDF, no row in Vault. Close the page and it's gone.

If you're looking for a document you can download, share, or point to later, that's a member cohort report in Vault. If you're trying to answer a one-off question about how a handful of offices compare right now, that's the cohort builder.

The privacy boundary

Related help

• /help/hq-vault-overview
• /help/hq-vault-recent-documents
• /help/hq-vault-generated-documents-hero
• /help/hq-vault-access-trail
• /help/hq-cohort-builder