How To Create a Social Media Report (+ Free Template Preview)

Ever feel like you spend half your week creating 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 actionable insights that might’ve otherwise gone unnoticed. 

At the end of the day, templates remove the guesswork from 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 diving 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.

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

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).

Key Metrics To Include in a Social Media Report

1. Subscribers/Followers

Tracking the number of subscribers or followers for your clients reveals whether campaigns have been effective in targeting and engaging the desired audience. Although this may be considered a vanity metric by some, it’s a key element in any social media analytics report. That said, it's not just about the numbers; it's more important to note how follower growth trends over time.

2. Conversions via Social

Next, if your agency's social media team runs an ROI-focused social media marketing campaign, you’ll want to track the exact number of conversions from each platform. You can specify what a conversion means to your client by setting up “Goals” in Google Analytics and automatically track them with our integration.

3. Traffic from Social 

Another key metric social media marketers want to monitor is social media traffic. Monitoring traffic from each platform will help you improve your CTAs in each post.

As you may know, a portion of social traffic in Google Analytics will come from people clicking on the link in your client’s bio, although the majority often comes from each post’s CTA telling people where to go next.

4. Comments

Next, we recommend a section to track comments on each platform. Monitoring comments is one of the best ways to measure engagement and see what type of content works for the audience. The social media report displays comments from Facebook, LinkedIn, YouTube, TikTok, Snapchat, and Instagram in a single view.

5. Likes

Monitoring the number of likes on each post is another engagement metric that helps you optimize the quality of posts over time. Depending on the platform, likes often play a factor in the reach of each post, so this is something to monitor over time.

6. Total Number of Posts/Videos

If you’re managing a social media campaign for clients, the number of posts or videos on each platform is often a key deliverable. Displaying this metric in a social media report clearly shows your client that you’re tracking and honoring the commitment you made in the contract.

7. Posts/Videos Feed 

Another useful section to include in your social media report is a feed for each platform so you don’t have to constantly switch back and forth between different apps.

8. Demographics and Geographics of Subscribers

Finally, a section tracking key audience demographics and geographic information such as country, city, and language illustrates how effective your agency’s tactics have been at targeting customers within the desired demographic.

Types of Social Media Reports

To effectively manage and report on social media performance, it's helpful to understand the different types of reports that cater to various needs and frequencies. Let’s explore the different ways to tailor reports depending on your client's requirements:

Annual Reports

A comprehensive overview focusing on long-term trends, year-over-year growth, and strategic insights. An end-of-year social media report is ideal for reflecting on the past year’s overall marketing strategy and planning future campaigns.

Quarterly Reports

A quarterly social media report is useful for examining quarterly performance in more detail and comparing it to previous quarters. It helps adjust strategies mid-year and make data-driven decisions for the upcoming quarters.

Monthly Reports

Monthly social media reports are essential for monitoring performance data and making quick adjustments. Use them to track campaign insights, brand mentions, and the impact of new and trending topics.

Weekly Reports

These are more granular, focusing on immediate actions and reactions. Weekly social media reports are perfect for active campaigns where quick feedback and iteration are necessary.

Campaign-Focused Reports

These reports, specifically tailored for individual campaigns, provide detailed analysis of relevant metrics such as engagement rates, reach, and conversion. They help digital marketers understand what's working and what's not.

Unlock effortless client reporting with AgencyAnalytics—automated, real-time dashboards and scheduled reports deliver key metrics seamlessly. Try it free today!

How To Create a Social Media Report With AgencyAnalytics

Before we dive into report templates, let’s walk through how to build a report from scratch in just a few clicks using AgencyAnalytics. 

Step 1: Starting the Process

First, go to the campaign for which you're creating a report. Then, use the navigation on the left side of your screen to select the "Reports" page. ​ From the Reports page, click the "Create Report" button in the upper right-hand corner. You can do this from either the Scheduled or Unscheduled tab.

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Step 2: Using the Create Report Wizard

Second, the Create Report wizard will appear. You'll choose the report source and title and start the design here.

You may choose from:

• A blank report: This gives you a fresh design with nothing pre-configured.

• A Smart Report: This generates a report based on your current integrations connected to a campaign in just 11 seconds.

• A report template: This lets you start from either a template you've created or a pre-configured template we've made available.

• An existing report: This allows you to clone an existing report from any campaign in your account as a starting point.

Click “Continue” to move on to the next step, where you can enter the title of your report. Once you've written the title, click “Continue” once more to generate a report.

Step 3: Configuring Your Report via the Design Editor

Next, design your report, adding and configuring report sections and widgets as needed. 

Sections can be added on the left (don’t forget to include an executive summary), and your relevant social media integrations (Facebook, Instagram, YouTube, etc.) can be added to these sections from the Widgets menu on the right. ​

Once you've created the report, click “Save” in the upper right-hand corner. (Tip: Save regularly as you edit your report.)

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Step 4: Sharing the Report With Clients

When you're done editing, schedule the report using the Schedule tab at the top, send it by email, download it as a PDF, or share it via a link. ​

9 Social Media Report Template Examples

Want to deliver results to your clients even faster? Leverage our social media report templates to streamline the creation process. 

These templates are designed to be intuitive and include all the important metrics, making it easy for you to highlight success and areas for improvement without spending too much time on report creation.

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

Take a look at our social media report templates to enhance your reporting process and make your agency’s work shine. Start your free 14-day trial of AgencyAnalytics to get full access!

Create Comprehensive Social Media Reports That Wow Clients

It’s easy to get lost in all the data available when managing a social media campaign for clients. Also, the time it takes to manually collect, aggregate, and report on key performance indicators each month adds up quickly.

Building a social media report helps solve this by automatically pulling data from each platform, displaying the data intuitively, and automating the process by sending clients their own 24/7 access.

In summary, automated and professional social media reports improve the social media analytics process by showing everything happening on social media channels and the most relevant metrics in a single place.

No more digging through your agency’s social media management tool or individual social platforms to combine Instagram metrics with TikTok Ads data and trying to make the report look cohesive. This automated reporting process not only saves you time but also helps you demonstrate the value of your services to clients by clearly displaying exactly how much traffic, conversions, and revenue you’re driving to their bottom line.

If you’re ready to start building better social media client reports, a powerful analytics platform and a prebuilt social media report template make it easy.