Social Media Report Template to Save Time and Boost Efficiency

Fully Customizable Social Media Report Templates

Simplify social media reporting with a customizable template that consolidates performance data across all major platforms. Automate updates, track key metrics, and present insights in a structured, client-friendly format. Strengthen client relationships with clear, data-driven reports that showcase campaign impact while saving your agency valuable time.

AgencyAnalytics has saved us hours every month in reporting time. Now we can provide far more thorough reporting for our clients, and it’s faster and easier to pull together. It also gives our agency a much more professional touch.

Hayley Peters / Co-Owner

OhMyDigital

8 Key Sections Included in the Customizable Social Media Report Template

To turn data from social media reporting tools into actionable and valuable insights for clients, it's best practice to include the following metrics and sections in a custom report built to meet your client's needs.

The free social media report template, included with all AgencyAnalytics client reporting plans, includes the core building blocks to get you from zero to hero in seconds.

1. Branded Cover Page

A Social Media analytics template is a multifaceted document, and its cover page should set the stage for the in-depth analysis within.

With easy ways to adjust titles, colors, and background images, your agency's branding elements are seamlessly integrated into the entire reporting tool. These social media report templates are easily customized, no matter what type of social media report your agency needs, including cross-channel analytics reports, Facebook analytics reports, YouTube reports, and monthly social media reports.

Save time and maintain brand consistency by designing a social media report template that reflects your agency’s identity. A custom template streamlines report creation for any cadence—weekly, monthly, or quarterly—while reinforcing your agency’s professionalism.

The cover page isn’t just a visual element; it sets the tone for the detailed metrics and analysis inside. A polished, well-structured template enhances your agency’s credibility and showcases the quality of your insights, leaving a lasting impression on clients and underscoring the value you deliver.

2. Monthly Social Media Report Summary

An important aspect of running any kind of social media or marketing campaign is keeping your clients informed on the progress and results on social networks in a way that’s easy to digest with a monthly report.

The Report Summary section of the social media report template makes it easy to keep your clients up-to-date with what happened over the last month with organic social posts and paid ads, identify trends, and clearly show how your agency is helping them meet their business goals.

Also, use the Social Media Report Summary to discuss new marketing strategies that you plan to implement in the coming period. Was there anything that just didn’t work this month that you want to change next month? This is a great place to discuss your social media objectives and key results (OKRs) that will help grow their social media presence.

The same principles apply if you are creating weekly or quarterly reports for clients, or an ad-hoc report as part of a social media audit.

3. Google Analytics - Social Performance

The Google Analytics section of the Social Media Report Template goes beyond surface metrics like followers and likes, focusing on data that demonstrates real business impact.

This section includes a customizable data visualization that tracks web sessions from social media over time. Pair that with a bar graph showing traffic breakdowns by platform, and see how your client's social media metrics come to live.

Data points like like average pages per session and the ratio of new to repeat visitors provide actionable insights into audience engagement. Social media managers use the social media report to highlight total conversions or goal completions driven by social media and immediately tie your agency's social media efforts to measurable results.

Accurate data and clear visualizations make it easy for clients to grasp the value of your social media marketing strategy at a glance.

Including these key performance indicators in a social media report template help the agency - and their clients - understand and optimize social media strategies by providing a clear view of user behavior and interaction patterns.

Use these social media analytics to show your client which social media channels are driving results for their business, and which platforms represent an opportunity for growth.

4. Facebook Performance Insights

Next up, the social media analytics report template includes a section dedicated to Facebook, including Facebook Insights and Facebook Posts. This provides insights into the overall performance of your Facebook marketing initiatives, as well as a breakdown of your individual posts.

The Facebook Insights page focuses on your clients’ follower growth and activity on their business pages. To start, you’ll see the total number of Likes on a page, along differentiating between paid and organic Likes. You’ll also see a graph that displays the change in audience growth over the past month, which is a direct reflection of the growth in brand awareness across this powerful social network.

The Insights section also displays audience demographics data of your clients’ followers on Facebook. You’ll be able to see data relating to gender, age and geographic information. This information keeps you informed about your clients’ audiences and whether or not you’re reaching the intended target demographics.

The Facebook Posts section of the social media report template provides your agency with an overview of each of your clients’ individual social media posts performance and engagement. The page displays a full list of the Facebook posts you’ve made, along with the total reach and number of Likes, Shares, Clicks or other reactions followers have left.

This section helps you and your clients understand which types of posts are resonating with their target audience at a glance, providing key insights that helps your agency create an informed content strategy in subsequent months.

Have clients that only market on Facebook? Use AgencyAnalytics’ dedicated Facebook report template to get all your clients’ Facebook reports set up and automated in a few clicks.

5. TikTok Analytics

AgencyAnalytics makes it faster and easier to gather and present insights into your client’s TikTok presence. Social media marketers can utilize templates for tracking and reporting on key social media metrics, ensuring that various aspects of social media performance are monitored and aligned with broader company initiatives.

If your clients are on TikTok, simply add metrics like follower growth and engagement (Likes, Comments, Shares, Views) to create a custom social media report or dashboard that helps gauge audience reception.

If you’re leveraging TikTok Ads for a client, provide a dedicated section in your agency’s social media report template to analyze these campaigns to showcase relevant KPIs and measure campaign effectiveness.

By analyzing this data, you are better equipped to optimize your client’s TikTok marketing strategy and maximize return on investment.

With TikTok, agencies should concentrate on metrics that offer insights into content reach, engagement, and audience growth. Each metric added to a social media report template should be essential for showcasing how well content resonates with users and drives tangible growth and engagement.

6. Instagram Insights

The next section is dedicated to Instagram and provides analytics into the overall account as well as individual post performance. To start, you’ll see a section for Instagram Insights, which displays metrics for the overall account including the number of total followers and follow growth over time. Below that you’ll find line graphs displaying the number of Likes, Comments, and Posts over time.

Below the Insights section, you’ll find a page dedicated to individual Instagram posts, along with the number of Likes and Comments each post has received throughout the month.

Just as with Facebook, if you’re running ads on Instagram, this part displays all relevant KPIs for a particular campaign. Much like demographics data, use this information to re-adjust your social media strategy as necessary to maximize your client's ROI by analyzing the performance of social media campaigns.

For Instagram marketing efforts, monitoring the right metrics is essential to understand audience interaction and campaign effectiveness. Each metric in a social media report provides vital insights into different aspects of content performance and audience behavior, crucial for refining strategies and enhancing overall engagement on the platform.

7. LinkedIn Metrics

A social media report template must include analytics for LinkedIn, particularly if a client is focused on B2B marketing. Tracking metrics across different social media platforms is essential for comprehensive social media reporting.

First, the Insights page presents the total number of followers and whether they’re organic or paid. Tracking the change in followers over time with the bar graph is an easy way to identify if your LinkedIn strategy is resonating with the audience or if it needs improvement.

Just like the other post sections in this social media report, the LinkedIn Posts section displays a list of each post you made during the month, along with the number of Comments and Likes your clients are getting, making it easy to highlight top performing posts.

For LinkedIn, distinguishing between organic and paid metrics is key to creating a comprehensive understanding of both the organic audience growth and the impact of paid campaigns.

Automatically pull data to monitor these metrics and develop a clear understanding of how different types of content perform and how audiences are engaging with the brand on LinkedIn and LinkedIn Ads.

8. X (Twitter) Data

This comprehensive social media report also includes a dedicated X (formerly Twitter) section that provides Twitter analytics and growth insights for each account as a whole, as well as individual post analytics.

Quickly and easily build custom reports that include X data by leveraging AgencyAnalytics’ integration with Google Sheets to automatically integrate X success metrics into your client’s social media reporting templates.

Showcase the total number of X followers in your periodic social media report, including a bar graph that displays the change in follower count over the past month. The X Insights section also displays the total number of Likes, Retweets and Tweets for the overall account.

Below that, you’ll find a section for audience demographics, including language, gender and geographic location. If you’re targeting a specific location or demographic, use this section to see if you’re on the right track or if your strategy needs refining.

The X Posts page displays a full list of each Tweet during the past month, including the text and image. This section is especially useful if your agency has a client agreement to provide a certain number of Tweets per month. It also provides an overview of the type of content that resonates with your clients’ target audience and what can be improved next month by analyzing the performance and engagement of social media posts.

Tracking X metrics to help evaluate how content resonates with users and grows a brand’s presence.

AgencyAnalytics takes digital marketing campaigns to the next level. The dashboards empower agencies and clients, providing a one-login solution to understand campaign performance across SEO, Google Ads, Social Media, and more.

George Gavalas

Bonfire

Customize the Social Media Report Template to Meet Client Needs

Go beyond the ordinary and create reports that perfectly align with each client’s unique goals. The social media report template is only the foundation–easily tailor it with just a few clicks, using the social media reporting tool.

Seamlessly pull in data from any of the 80+ integrations, including different social platforms, such as, Pinterest, TikTok Ads, Vimeo, YouTube, and more! Whether your client is focused on video performance, niche social engagement, or cross-platform analysis for each social media channel, you deliver the insights they need.

Automatically Track Performance Against Social Media Goals

Tap into automated goal tracking to provide unique and customized reports that showcase progress against each client's social media goals.

Track performance of the social media metrics that matter most to your clients, highlight important wins, and leverage widgets to display it all in your automated social media marketing reports and custom dashboards.

Benchmark Campaign Performance Against Industry Averages

Easily elevate your agency’s reporting game by incorporating the Benchmarks feature in your custom Social Media Report Template. Available on select plans, this powerful tool makes it easy to compare your agency’s performance directly against industry averages, providing invaluable insights into how your results stack up.

With Benchmarks, you generate clear, visual comparisons that include the industry median alongside your agency’s performance for key metrics like engagement rate, reach, and conversions.

Streamlining Reporting with Customizable Social Media Report Templates

A tailored social media report template quickly improves the way agencies handle client reporting. The easy-to-use drag-and-drop editor reduces reporting time by up to 80% on monthly reporting compared to manual methods like Excel or Google Sheets. Automated data collection makes the social media reporting process more efficient and reduces the likelihood of human errors.

Create monthly reports and analyze data across multiple platforms, all in one easy-to-use platform.

As your agency continues to grow its clientele, the time it takes to collect, aggregate, and report on each client’s social media KPIs and metrics each month quickly adds up. Social media marketers can benefit greatly from automating the reporting process, freeing up time for analysis and strategy.

Free up your social media teams to concentrate on analyzing data and refining strategies rather than on manual data management.

Creating your own social media report template, based on the unique needs of your clients, saves time by automatically pulling data from each platform, displaying the key data in a way that’s easy to digest. And by automating the process of sending periodic reports to clients, your agency scales its operations.

Putting an automated social media reporting system in place streamlines your agency’s entire social media analytics and reporting process. It instantly shows your social media marketing team and your clients everything that’s taking place on each channel in real time.

This not only saves your agency countless hours each month, but demonstrates the value of your agency’s social media services to clients by clearly displaying exactly how much traffic, conversions, and revenue you’re driving to their bottom line from your social media marketing efforts.

Automate Your Social Media Reporting. Focus on What Matters.

A robust social media reporting platform automates the entire process, freeing you from tedious tasks and empowering you to focus on what truly drives results.

Imagine having a beautifully designed, insightful social media report delivered directly to clients with a single click. Instead of scrambling to pull numbers, you’ll be analyzing trends, uncovering growth opportunities, and crafting strategic recommendations that propel your clients’ (and your agency’s) success.

By consolidating all of our tools into dashboards, we have saved so much time and money—it’s truly been invaluable. As an agency owner, I don’t know of a better platform than AgencyAnalytics.

Jason Hylan