The Best Social Media Performance Report Templates for Marketing Agencies

Ever feel like you spend half your week building social media reports for clients? We've all been there. But guess what? We promise there's a better way.

Report templates save time (a great perk), and also ensure your reports consistently cover the social media metrics clients care about most.

No more scrambling to remember what goes where–templates keep things clear, concise, and easy for clients to understand. Great templates also guide marketers through social media analytics, helping them spot trends and hidden insights that might’ve otherwise gone unnoticed. 

At the end of the day, templates take the guesswork out of reporting and help marketing agencies focus on optimization opportunities. 

Say goodbye to the old report-building hassles and say hello to the power of templates. Your clients (and your sanity) will thank you for it.

What Is a Social Media Report?

Before we dive into our list of the best social media report templates, let’s define what a social media performance report is. 

A social media performance report is kind of like a victory lap for a client's social media campaigns. It's a marketing agency’s chance to showcase the wins, analyze the data, and paint a clear picture of how a client’s social media presence is growing (and how it's impacting their bottom line).

Why does an agency need to send digital marketing reports to clients?

These reports all come down to clear communication. A seasoned marketing team typically aims to show clients exactly what their social media investment is achieving. But with so much data readily available, it's easy to get lost in the weeds and end up overwhelming clients with too many numbers. That's where a well-structured report template comes in.

A good template should display key metrics that matter most to a client’s business goals. Whether it's brand awareness, website traffic, or lead generation, the report should highlight the data points that demonstrate progress towards those goals.

It shows clients where they've been (past campaigns), where they stand now (current performance), and, most importantly, how to get to the next big win (future strategies).

9 of the Best Templates for Social Media Reports

As a marketing agency specializing in or delivering social media services, having a scalable reporting process is necessary for client growth. Here is a list of the best social media performance report templates to make your agency’s work shine:

Reporting shows our clients the results we achieve for them in an easy-to-understand visual. We provide monthly reminders of how we are helping their business grow with these reports.

Denise Bowen, Managing Director, WEB ROI

1. Social Media Report Template

This social media report template from AgencyAnalytics is great for any social media manager at a marketing agency who is looking to create insightful reports. No more waiting for data to populate or spending countless hours on manual spreadsheets and PowerPoint presentations. The template automatically collects relevant data from various social media platforms like Facebook, Instagram, TikTok, LinkedIn, and YouTube, saving valuable time every month.

Key Metrics and Features

• Follower Growth: Track how an audience expands on each social media platform over specific time periods.

• Engagement: Explain how well content resonates with the audience (likes, comments, shares, saves).

• Click-Through Rate (CTR): Gauge the effectiveness of calls to action in driving clicks (on platforms with clickable links).

• Video Views: Measure video content views on platforms like TikTok or YouTube.

• Website Traffic & Conversions: Analyze how social media efforts drive traffic and conversions on the client's website (via Google Analytics integration).

• Audience Demographics: Understand the demographics of a client's audience on each platform (age, gender, location).

Integrations

This report template integrates with more than 80+ social media platforms, marketing tools, and analytics services. Pull important metrics directly from sources like Facebook, Instagram, TikTok, LinkedIn, YouTube, Google Analytics, and other social media advertising platforms in one comprehensive analysis. 

Best Suited For

This report template is best suited for agencies managing multiple social media platforms for their clients looking to showcase the return on investment (ROI) of their social media strategies. It helps highlight trends and demonstrate social media's tangible impact on brand awareness, audience engagement, and the client's bottom line.

Read More: Create an irresistible social media proposal to win over new clients. 

2. Facebook Report Template

The Facebook report template from AgencyAnalytics showcases paid and organic Facebook data in one platform. This social media analytics template compiles data from clients' Facebook pages into professional reports showcasing campaign performance, key performance indicators (KPIs), and other relevant metrics, helping agencies impress clients with data-driven results and demonstrate their value. This monthly report has customizable sections and visualizations that make it easy to understand, allowing agencies to focus on strategic planning instead of manual data analysis.

Key Metrics and Features

• Reach: Demonstrate the potential audience size and brand awareness a client’s campaigns are generating.

• Engagement: Visually communicate how high engagement rates (likes, comments, shares) indicate a client's content resonates with their target audience.

• Page Likes: Track the number of people who follow a client's page to reflect audience growth and potential customer base growth.

• Posts: Provide an overview of each Facebook post's performance, identifying top-performing posts and what content types resonate best with the audience.

• Monthly Summary: Include a summary in your monthly reports to showcase the goals achieved and upcoming strategies to keep clients informed and aligned.

Integrations

This Facebook report template integrates seamlessly with 80+ marketing channels within AgencyAnalytics. This means agencies effortlessly combine their client’s Facebook data with insights from platforms like Facebook Ads, Google Ads, HubSpot, Brevo, and Moz, making it one of the most valuable reporting tools available on the market. 

Best Suited For

This Facebook report template is ideal for marketing agencies, marketing teams, and social media managers who manage multiple social media client accounts–including paid and organic channels. It offers customizable data visualization and clear performance summaries, perfect for agencies that want to impress clients with data-driven insights and showcase the value they deliver.

3. Instagram Report Template 

This Instagram report template helps marketers and clients understand Instagram performance. Tracking KPIs like follower growth and engagement shows what works and what doesn't. This data is important for refining content strategy and enhancing both organic and paid campaigns. Agencies typically use this report with Instagram Ads data for a holistic view of their clients' Instagram presence.

Key Metrics and Features

• Follower Growth: Showcase an increase in followers to demonstrate the brand's growing awareness and audience interest in a specific reporting period. 

• Engagement Metrics (Likes, Comments, Post Shares): Highlight whether a client's content resonates with the target demographic and strategies to boost engagement metrics.  

• Reach and Impressions: Understand how well the content is being distributed across Instagram. 

• Post Performance: Break down social media posts to inform future strategies and show clients which content types resonate best. 

• Instagram Ads Data (Impressions, Clicks, CTR, CPC): Include ad metrics like these to communicate how well your team managed the ad spend and the overall effectiveness of paid advertising efforts. 

Integrations

While this Instagram report template focuses on Instagram data, it also integrates with 80+ other marketing platforms agencies use for their clients. This includes connecting to Facebook Ads and Instagram Ads to pull data from paid advertising performance alongside organic results. Some social media teams like to take things one step further and integrate with a CRM like Hubspot or Salesforce to streamline client communication and task management.

Best Suited For

This Instagram report template is great for marketing agencies and social media managers, especially those juggling paid and organic client accounts. It streamlines reporting with automated data visualization tools, freeing them to focus on strategic analysis.

4. YouTube Report Template

Smart Reports help digital marketers create a YouTube analytics report in 11 seconds or less! This social media performance reporting tool automatically collects and brings YouTube metrics like subscriber growth tracking, video engagement metrics, and audience insights front and center. Combining YouTube data with other social media platforms makes it easy to send quarterly reports from one location.

Key Metrics and Features

• Subscriber Growth Tracking: Showcase a YouTube channel's growing audience and the increasing brand awareness that a client’s video marketing is bringing.

• Video Engagement Metrics (Likes, Comments, Shares): Demonstrate how videos resonate with viewers, encourage audience participation, and how you’re building a community around a client’s brand.

• Audience Insights (Age, Gender, Location): Help clients understand their target audience demographics and create more targeted content creation to increase future user interactions.

• Drag-and-Drop Reporting & White Labeling: Create visually appealing, custom reports with the agency's branding to foster client trust and transparency.

• Goal Tracking: Monitor progress towards video marketing goals (e.g., brand awareness, website traffic) and use the valuable insights to make any adjustments.

• 24/7 Client Access: Give clients real-time data access to build trust and keep them informed about their video marketing efforts.

Integrations

Connect the data from a YouTube report template with 80+ marketing channels like Facebook Ads, Google Analytics, and other social media accounts to give clients a comprehensive overview of their digital marketing efforts.

Best Suited For

Agencies that are conducting multi-channel campaigns will love this YouTube reporting template. By integrating YouTube data with other marketing efforts, like SEO, for example, agencies present a complete picture of the client's online presence, showcasing the impact of video marketing within the broader marketing strategy.

YouTube SEO is one part of the marketing puzzle that will help your business stand out from your competitors. Most businesses know that running ads on Google or Facebook is a necessity these days. But there can be a lot of competition that can make it hard to stand out with a smaller budget. YouTube is great for getting your brand out in front of your consumers when you have a smaller marketing budget!

Christina Cypher, Director of Marketing, Click Control Marketing

5. LinkedIn Report Template

Use a LinkedIn report template from AgencyAnalytics to streamline the process of creating professional client reports. Save time by eliminating manual data entry and present key metrics from both organic and paid LinkedIn campaigns in a clear, visual format. Combining organic LinkedIn performance with LinkedIn Ads data paints a more complete picture of a client's LinkedIn efforts within a LinkedIn analytics report and helps agencies optimize their strategies for better results.

Key Metrics and Features

• Clicks: Reveal user interest and potential for driving valuable traffic to a client's website or landing page. 

• Comments & Social Actions (Likes, Comments & Shares): Showcase audience engagement with increased comments and social actions to prove the content is resonating with a client's target audience.

• Followers & Followers Net: Tracking follower growth (total and net) communicates the effectiveness of attracting new followers, both organically and through paid campaigns.

• Organic/Paid Followers Gain/Loss: Separate organic and paid follower growth to explain how organic content is attracting a loyal audience while paid campaigns strategically expand reach.

Integrations

Marketers integrate website analytics tools like Google Analytics to understand how LinkedIn efforts translate to website traffic and conversion rates. Connecting a CRM platform like HubSpot or Salesforce also provides deeper audience insights and campaign attribution. This report template connects with more than 80 marketing platforms.

Best Suited For

This LinkedIn report template is ideal for marketing agencies who handle full-scope digital marketing campaigns for their clients. Seamlessly integrate LinkedIn analytics with 80+ marketing channels and showcase the specific value LinkedIn brings to a client's larger marketing strategy.

6. TikTok Report Template

Create a TikTok report with AgencyAnalytics’ Smart Reports. In 11 seconds or less, agencies build a report that simplifies their social media reporting. Include key metrics like follower growth, engagement, and demographics all in one place to understand what content resonates with a client’s audience, and optimize their TikTok strategy for better results. The ability to combine TikTok and TikTok Ads metrics with other social media platforms like Facebook and Instagram also provides a bird’s eye view of marketing efforts.

Key Metrics and Features

• Video Views & Average Time Watched: Showcase the reach and engagement of a client's content to demonstrate the success rate of capturing audience attention.

• Likes, Comments & Shares: Quantify engagement and brand sentiment by showcasing an increase in these areas. 

• Follower Country & Gender Percentages: Show clients that their demographic metrics ensure the target audience is being reached. 

• Full Video Watched Rate: Communicate if viewers are watching the entire video and learn if the content is truly captivating or where improvements need to be made. 

• Date & Create Time: Track video performance according to specific dates and times to identify trends and see how content resonates at different points.

Integrations

This report template combines TikTok data with insights from 80+ other leading social media channels and related marketing integrations. For example, connect a client's Facebook Ads data to see how paid advertising campaigns drive traffic to their TikTok profile. This unified view helps agencies demonstrate the success of a multi-platform marketing strategy.

Best Suited For

This TikTok report template is perfect for agencies and social media managers handling more than just social media accounts. The template integrates TikTok data with website traffic, email marketing, and even PPC campaigns. This holistic view lets agencies showcase the complete customer journey, from initial brand awareness on TikTok to conversions driven by other marketing channels.

7. Vimeo Report Template

Building a Vimeo report with Smart Reports saves time by centralizing a client’s video analytics in one spot–with the click of a button. No more jumping between platforms! Track key metrics like follower growth, engagement, and demographics to understand who's watching a client's videos. Easily share beautiful reports with clients or give them their own login for 24/7 access, keeping everyone informed and on the same page.

Key Metrics and Features

• Views: The foundation of any video strategy. Share total views and track trends over time to show clients their content reach and audience interest.

• Followers: Show clients how their content is building a community around their brand.

• Likes & Comments: Measure engagement and audience reactions to show clients how well their videos are sparking conversations and connecting with viewers.

• Published Videos: Track video output and content consistency. This demonstrates an agency’s commitment to video content creation.

• Demographics: Provide clients with the age, location, and gender of their viewers to help them serve their customers better. 

Integrations

A dedicated Vimeo report is great as a standalone report, but clients with multiple marketing channels love to see the full picture of their marketing efforts. Agencies typically connect this Vimeo report template to any of the 80+ platforms available, including Facebook Ads, YouTube Analytics, and Pinterest insights. This combines data from various channels, showcasing how Vimeo views align with metrics on other social platforms.

Best Suited For

Vimeo report templates are best suited for agencies that manage large video campaigns for their clients and are looking for ways to demonstrate the value of video content. This template integrates Vimeo analytics with other marketing data points, giving clients a clear perspective on how their video metrics contribute to the overall marketing strategy. 

8. Pinterest Report Template

Marketing agencies that manage Pinterest and Pinterest Ads can officially ditch manual Google Sheets and screenshots! Save hours each month by creating a Smart Report in just 11 seconds to showcase Pinterest analytics. Through transparency and data-driven Pinterest reports, showcase agency value and build trust with clients. 

Key Metrics and Features

• User Analytics: Understand audience demographics and interests to tailor content strategies that resonate with the right people.

• Pin Analytics: Show clients which pins are driving the most engagement (likes, comments, saves) and clicks through to their website.

• Click-through Rate & Clicks: Communicate which pins are driving website traffic.

• Closeup Rate & Closeups: Track how often users zoom in on specific parts of a client's pins, indicating high interest.

• Impressions: Highlight how many times a client's pins appeared in user feeds, increasing brand visibility.

• Quartile 95 Percent View: Identify how long users are spending viewing a client's pins to indicate strong content.

• Save Rate & Saves: Track how often users save a client's pins to their boards to show a strong indicator of future purchase intent.

Integrations

Demonstrate the unique value Pinterest brings to the overall social media strategy alongside other key channels. Seamlessly connect data from more than 80 leading marketing and social media platforms like Facebook Ads, Instagram Insights, and YouTube Analytics to create a holistic view of your client's social media performance. 

Best Suited For

Marketing agencies working primarily with ecommerce brands will benefit from this Pinterest report template. The ability to track click-through rates and compare data on how Pinterest pins are driving sales on ecommerce platforms like Shopify will help to paint a holistic view of performance. This helps to communicate how Pinterest strategies contribute to overall campaign success, building trust and long-term client loyalty. 

9. Digital Marketing Report Template 

Instead of manually creating reports from scratch, agencies use this digital marketing report template to generate professional reports with visual charts and graphs. This frees up their time to focus on analyzing data and developing marketing strategies that go beyond the basics. Gather and showcase key data from multiple marketing channels, including website traffic, conversions, SEO rankings, and ad performance, to provide insights that extend beyond social media campaigns.

Key Metrics and Features

• Website Traffic & Conversions: Show clients the overall health of their online presence and how marketing efforts are driving visitors to take desired actions (e.g., purchases, sign-ups).

• SEO Rankings: Communicate the value of organic search visibility and how it attracts qualified leads.

• Social Media Engagement: Demonstrate how social media marketing builds brand awareness and fosters audience interaction.

• PPC Performance: Track ad campaign effectiveness in reaching target audiences and generating leads or sales at a manageable cost.

• Email Marketing Performance: Measure open rates, click-through rates, and subscriber growth to show the return on investment (ROI) of email marketing efforts.

• Customizable Reports: Tailor reports to each client's specific goals, ensuring they see the metrics most relevant to their business.

• Automated Data Integration: Eliminate manual data collection from multiple platforms, and give yourself peace of mind with data accuracy.

• White Labeling: Present reports with agency branding to maintain a professional image and strengthen client relationships.

• Live Dashboards: Provide clients with 24/7 access to their marketing data to enhance transparency and build trust.

Integrations

The sky's the limit with this digital marketing report template! AgencyAnalytics has over 80 marketing integrations to connect, helping agencies communicate results in a single platform. Want to combine organic social media with paid ads? Integrate Snapchat Ads with Instagram and TikTok. Need to link SEO and social media for a client? Connect Ahrefs, Google Business Profile, and Facebook.  

Best Suited For

Marketing agencies who manage large-scale marketing campaigns for their clients find this digital marketing report template a huge time-saver. It goes beyond reporting on a single platform, offering a unified view of website traffic, SEO, social media, email marketing, and PPC performance. 

Summary & Key Takeaways 

Marketing report templates save valuable time for marketing agencies, plain and simple. Gone are the days of sifting through marketing metrics and piecing together a coherent report that hopefully doesn’t go over a client’s head. 

Using a dedicated social media performance report keeps everyone on the same page, whether you’re running organic or paid social media campaigns–or a mix of both. 

Here are some key takeaways to keep in mind: