Social Report Widget Scope Lock

Preserve the account, date and metric selection behind a client social-report screenshot. Preparation only, not an account action.

What to provide

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

How it works

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.

The output

widget | accounts | channels | period_zone | metric_definition | export_time | comparison_hold

Worked fictional example

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.

Checks and limits

Keep source versions and original values. Unknowns stay unknown. Use qualified review for regulated, legal or hiring decisions. No live account compatibility test, send, share, schedule, ledger change or payment is authorized.

More marketing workflows · How-to guides

Method: reviewed source. Demand lead: 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. Checked October 9, 2026.