How to Use the Social Summary Report

Creating a Social Summary Report

Click + New View.
Select Social Summary from the list of available reports.
Choose your desired summary type — or select Custom Social Summary to build your own. (Note: All report types are customizable.)

Name your report and set its visibility:
- Only Me – private to you
- Everyone – visible to others in your organization
The report will open in Edit mode.

Customizing the report

Use the filter bar at the top to fine-tune your data:

Post Time – select the date range
Posted by – filter by user
Social Media Accounts – choose specific accounts
Post Type – filter by media type (image, video, etc.)
Post Content – filter using keywords, metatags, URLs, or partial URLs

Adding and Editing Widgets

Add a widget: Click the + icon between existing widgets.
Remove a widget: Click the trash can icon at the top-right of the widget.
Reorder widgets: Drag and drop them into your preferred layout.
Customize widgets: If available, click the gear icon on a widget to choose different metrics or layouts.

When you're done, click Save at the top of the screen. Need to make changes later? Just click the Edit button at the top right of the report. Don’t forget to save any updates.

Available Widget Types

Here are the widget types you can add to your Social Summary Report:

Summary: Shows total metrics like Followers, Posts, Clicks, Video Views, Impressions, and Engagement across selected accounts.
Summary Metric Cards: Displays summary metrics for each social network.
Line Chart by Social Network: Tracks changes over time for a single metric, broken down by social network.
Comparison Line Chart: Compares two summary metrics side by side (not broken out by platform).
Hourly Heatmap: Highlights top and bottom performance hours for a selected metric across the week.
Comprehensive Metric Cards: Shows all available metrics per network.