How to Create Customized Social Media Reports 

Social media reports are essential for social media managers to track the evolution of their marketing efforts. Understanding your audience and what content resonates with them is more important than just the number of followers or likes. 

Creating custom social media reports for you or your clients measures the effectiveness of the social media strategy. 

What is a Social Media Report? 

The main purpose of reporting is to track content performance and profile metrics, to compare with the previous period. This allows you to measure marketing goals with precision. Furthermore, these reports uncover patterns and strategies that should be replicated or replaced. 

How often should you create reports? While this depends on the client or manager, we recommend creating monthly reports to measure goals consistently. 

However, these can also be conducted weekly, bi-weekly, quarterly, or annually. While we suggest monthly reporting, annual reports analyze a brand’s yearly progression, essential data for a company’s yearly performance. 

Why Are Social Media Reports Important? 

Social media reports help marketing teams make more informed decisions, with data to back up strategies. 

✅ Give value and context to your work, giving an overview of wins and losses in the period, 

✅ Clients access evolutionary data and content performance metrics, in an intuitive report. 

✅ Measure obtained results and compare them with benchmark goals outlined by your team or client. 

✅ Measure ROI (Return on Investment) with paid advertising, to measure the efficiency and effectiveness of your campaigns. 

✅ Detect patterns and trends to evaluate repeatable strategies for future content.

Best Practices for Social Media Analytics Reporting 

Here are a few tips to create flawless reports and ensure results are correctly measured. 

Define social media objectives

The goal is to interpret key findings to implement and improve your social media marketing efforts. These are common objectives determined by brands: 

➡️ Engagement or community development: Increase audience engagement with more interactions (likes, comments, shares, etc.) on posts. 

➡️ Brand awareness: Expand content and profile reach, attracting new eyes to your brand. 

➡️ Website Traffic: Direct traffic to your website or landing pages to encourage sign-ups, conversions, or clicks. 

➡️ Sales: Boost conversions by promoting products directly through social media content. 

Include key performance metrics

Based on your main objective, determine which metrics will help measure success. While analytics reports provide well-rounded metrics, decide which take precedence over other metrics. 

What metrics can these include? 

For example, if increased engagement is your goal, key metrics include interactions and account growth, while brand awareness metrics may include reach and impressions. 

Customize social media reports

Now your report is starting to take form! There is no specific format to design the template, you can use Excel, PowerPoint, or PDF. Include your brand or clients’ logo and highlight any key takeaways. 

But, where can you find social media analytics? While each social network has native analytics, extracting data manually can take hours. 

That’s where Metricool comes into play. With Metricool, automate social media analytics reports and customize them to fit your business or your client’s. Want to see how they work? 

Metricool: A Social Media Reporting Tool 

To create reports with Metricool, create your account and connect your social media accounts so the tool can collect data immediately.

💡Note: Social media reporting is a PREMIUM Metricool feature not available in the free plan. 

After connecting your social media accounts, head to the Analytics dashboard and scroll until you see the “Reports” tab. 

Select the period, language, and networks you want to include in the document. Determine how you want to sort the report and upload your brand or client’s logo. 

💡Note: While any Premium plan includes branded logos, only Advanced and Enterprise plans include custom template building. 

Advanced and Enterprise accounts can customize the following data inside reports: 

• Metric and social media placements 
• Report title 
• Report background cover and body images
• The sections you want to appear in each social network
• Branded colors 
• Company logo 

Send monthly reports to your team or client by adding the scheduled day, emails, and custom notes. 

Once your report is ready to download, select the format from PPT or PDF. Metricool saves your 10 previous reports to download them at any moment.

Click “Previous Downloads” to view a list of your last 10 reports if you need to download or view them again. 

Advantages of Metricool reports

With Metricool you experience many advantages when creating your social media reports. Key advantages include:

✅ Metricool automates extensive and comprehensive reports, so social media managers avoid extracting data manually. 

✅ Choose the period for the report: weekly, monthly, or annual.

✅ Visually appealing, professional report with easy-to-read graphs and charts. 

✅ Add your/your client’s logo to every report page. 

✅ Download in the format that best adapts to your preferences: PDF or PowerPoint.

✅ Reports ready in less than 5 minutes, available on-demand. 

✅ Automate sending monthly reports to your client or social media manager. 

FREE Social Media Reporting Template

To avoid overwhelming your client with large amounts of data, your aim should be to create a simple and clean presentation. You should only include the main information and how you achieved your goals.

We recommend using PowerPoint or PDF format to make the information more visual. But by far the best way to present it to your client would be to use our FREE Template. To utilize our professional-looking and easy-to-create template, click the social media report example below:

So, now it’s time to put into practice everything we talked about today and amaze your clients with a striking Social Media Report.

Were you left wanting to know more? Tell us!

• Social Media Resources

Anniston Ward , 05 August 2024