# Social Report Widget Scope Lock

Preserve the account, date and metric selection behind a client social-report screenshot.

## Scope
Preparation and review only. No account action or professional decision.

## Inputs
Report/widget export, selected channels and accounts, date range/timezone, metric definitions, export time and approved client audience.

## Workflow
1. Record each widget selection and source version before comparing reports.
2. Match channel and account IDs, not only the report title.
3. Flag date, metric or account-scope differences and explain why the same heading may mean different data.
4. Prepare a scope-labelled report note; no report is shared or live widget changed.

## Output contract
widget | accounts | channels | period_zone | metric_definition | export_time | comparison_hold

## Fictional acceptance test
Fictional report A includes Instagram and Facebook; report B includes Instagram only. A total 100 versus B 60 does not show a 40 drop for the same population. Keep comparison on hold until scopes match.

## Review gates
Keep original values, source IDs and version dates. Unknown facts stay held. Use qualified review for hiring, legal and accounting conclusions. No send, share, sign-in, scheduling, ledger change or payment. Fictional contract review is not a live account compatibility test.

## Method source
https://help.planable.io/hc/en-us/articles/24935960220444-Creating-Customizable-Reports-in-Planable-Analytics

Checked October 9, 2026. Oct 9 live AIS Search Console through Oct 6: marketing Copilot 37 impressions, Planable/Claude 33, Planable/ChatGPT 23, campaign brief 12, investor agent 19. Social-review/reporting topics follow these parent-query leads. Other professions follow documented workflow needs, not measured exact search intent. Site impressions are not monthly volumes; exact topic volume is unmeasured.