How to Create a Social Media Report in 2023 (+ Templates)

How to Create a Social Media Report in 2023 (+ Templates)

As the saying goes, you can't do the same thing repeatedly and expect different results.

This popular quote is especially true for social media marketing. If a certain marketing strategy isn’t performing well, it’s your job to replace it with a method that works better.

But how do you know which strategies are working unless you’re keeping an eye on your social media analytics? That’s where a social media report comes in.

Read on to learn how to design your own social media report, plus high-quality templates you can use for free in the Visme editor.

Here’s a short selection of 8 easy-to-edit social media report templates you can edit, share and download with Visme. View more templates below:

Table of Contents

Quick Read

What Is a Social Media Report?

A social media report is a document that concisely shares data, metrics and analytics from your company’s social media accounts. This report is not for public consumption; it’s internal only.

Your report shows you and everyone at your company what you can do differently to improve your bottom line. Your social media marketing will be much more effective if you utilize social media reports.

By creating and analyzing a social media campaign report, you’ll understand how your social media posts are performing. You’ll get answers to questions like:

Once you have this information, you can make informed decisions on anything you might need to tweak moving forward to improve performance and boost your ROI.

Social media reports are also important because they prove the work you’re putting in and the effectiveness of your social media marketing. This could lead to higher job stability—or your superiors allotting a larger budget to help create social media content. Plus, your social media team can refer back to the report as they create future content for your channels.

How often should you create a social media report? Once a month seems to be the sweet spot. This frequency allows you to keep track of campaigns and audience data. If needed, you can create a weekly report to monitor trends or a quarterly report to show your progress. Annual reports are also a smart way to see year-over-year trends and map out an annual budget.

What to Include in a Social Media Report

The exact information that needs to be included in a social media report may vary from brand to brand, based on how large your company is and how many digital platforms you use. However, you’ll likely want to include:

1. Summary or General overview: This section should provide a bird’s eye view of everything included in the report

2. Social media marketing strategy: In this section, you should summarize everything you plan to do and expect to achieve on social media. This is where social media plan templates come in handy.

They provide a clear roadmap for social media marketing efforts, ensuring that they are aligned with the broader business strategy and lead to measurable results.

3. Goals and Objectives: A list of actionable outcomes you set out to achieve and steps you need to take to achieve them.

4. Metrics and KPIs for measuring success. Your social media campaign report should include overall metrics and metrics for each individual social media platform. Here are a few metrics to look out for.

5. Wins and losses: In your social media evaluation template, be sure to highlight what went well, such as a new influencer contract or high revenue, and what didn’t, such as a failed video marketing campaign. Think about why these wins and losses happened.

6. Predictions and your plans or new goals moving forward

It’s important to end with an actionable plan that shows what you’ve learned from this data and where you’re going to go.

Transform technical, complex information into easy-to-understand reports

Transform technical, complex information into easy-to-understand reports

How To Create a Social Media Report in 5 Steps

Follow these steps to construct your social media report from start to finish.

1. Know Your Audience

You may want to consider creating multiple social media reports with different levels of detail, each intended for a different employee hierarchy. Your boss might not have time to take a deep dive into the nitty-gritty details of your brand mentions and what each one means. But that in-depth information could be just what your social media intern needs.

Even if you don’t create multiple reports, add a cover or summary page to your comprehensive social media report, outlining the most essential statistics so people can take them in at a glance.

Monthly Social Media Analytics Report

Customize this template and make it your own! Edit and Download

2. Make A Plan

There are endless social media metrics you could include in your social media report. While many of them are truly helpful, not all of them are necessary.

Figure out which metrics matter the most to your goals and your bottom line. Those are the metrics you want to include in your report. And when it comes time for your next social media report, double down on these same metrics again. Consistency is key to tracking results easily.

3. Collect Your Data

Before you start designing, you’ll need to collect and analyze the data you’re planning to use in the report. The built-in analytics tools on social media platforms and third-party reporting tools can both be a valuable source of data.

But it’s better to arrange the data on your own sheet.

Once you have this social media report data in hand and ready to go, organize the raw data in Excel or Google Sheets to make it easier to work with in the Visme editor.

4. Analyze Your Data

Raw data doesn’t offer much value to your audience. Dissect your social media campaign report from different channels to uncover trends, oddities, and any other notable patterns. You’re sure to get a clear picture of what’s working and what’s not and make data-driven decisions.

5. Connect Integrations

Visme integrates with several third-party tools and apps. Take advantage of these integrations to help prepare your data for a social media report. For example, Visme’s live data integration allows you to connect charts to live data from sources such as Google Sheets, Microsoft Excel, Google Analytics etc. This provides a simple way to track updated analytics that may change regularly. The data will be automatically updated from an external source.

You can also connect to an app such as Slack or Dropbox to easily share your completed social media report across your company. Click here to view all Visme integrations, or import your Google Spreadsheet within the Visme editor by selecting a chart and clicking “Import Data.”

6. Design Your Report and Present Your Findings

The final step in the process is to design your report. The design tips in the next section will help you create a report that flows logically, is visually appealing and presents the data in a way that’s easy to read.

If you don’t feel confident starting completely from scratch, use one of Visme’s social media report templates to help you get started.

In Visme's library, you'll find tons of professional-looking templates. Here's what one of Visme's lover had to say about our templates:

“I feel like I can use Visme quickly and do things quickly there compared to other tools. You don’t really need those design skills to come in and create something that looks professional and engaging.” - Helene Dunbar, Internal Communications Specialist at Optum

Social Media Reporting Best Practices

Split Data by Channel

When evaluating your performance, the best method of reporting social media analytics is to divide the data by channel. You might choose to dedicate one page to Instagram metrics, another to Facebook and a third to Twitter. Or incorporate charts and graphs showing how different channels compare.

While you might include a cover page at the beginning to indicate overall trends across your social platforms, we recommend splitting it up. This will make it easier to consume a large quantity of data. It also allows for discrepancies between channels. For instance, if your target audience is younger, you might not have a large following on Facebook because your audience may prefer Instagram.

Check out how this social media evaluation template gives an analytical breakdown per social media channel.

Monthly Social Media Analytics Report

Customize this template and make it your own! Edit and Download

Use Data Visualization

Our brains crave visuals. Human brains process visuals 60,000 times faster than they do text. That’s why it’s a good idea to use data visualization in your social media report, making it easier for people to retain the information provided.

Charts, graphs and widgets in Visme can help your team visualize social media analytics at a glance. Include some text that further explains what someone is seeing. Add any relevant analysis of the data, too.

Social media metrics Visme

Incorporate Images

Add imagery and screenshots in your social media report where appropriate. If you’re talking about a specific post that performed well, add a screenshot of the post right there on the page. Your goal is to provide all of the information needed in a single document. Don’t send your boss scrolling through your Twitter feed trying to find the post you’re talking about.

Influencer Marketing Report

Customize this template and make it your own! Edit and Download

Export in a Reader-Friendly Format

When you’re finished designing the report, export the document for easy viewing across your team. Visme’s document creator lets you download your final product as an image, a PDF, a video or a PowerPoint presentation.

Alternatively, you can share the report directly with teammates via email; export it to an integrated app, like Slack; or publish your project for the web and embed the link in a webpage for easy viewing. This option preserves any interactive or animated elements in the report.

15 Social Media Report Templates to Use Now

Customize one of these social media report templates in the Visme editor to create your document.

1. Post Campaign Analysis Report Template

The post campaign analysis report template is a good choice if you’re creating a report that analyzes a single campaign. The seven-page template helps you walk through the campaign goals and objectives, content you’ve created, a summary of the results and more.

Make your social media report creation quick and painless by auto-populating dynamic fields across your document.

Customize this template and make it your own! Edit and Download

2. Marketing KPIs Report Template

What are your top marketing KPIs? Break them down using this social media report example, which outlines one KPI per page. The template includes suggested pages such as customer lifetime value, return on ad spend and customer acquisition cost.

Customize this template and make it your own! Edit and Download

3. Influencer Marketing Report Template

Influencer marketing is an effective way to expose your brand to new audiences. Make sure your influencers are meeting standards by using this report template, which focuses heavily on imagery and visuals to share campaign performance.

Customize this template and make it your own! Edit and Download

4. Retail Weekly Marketing Report Template

If you decide to create a social media report once a week, this is the best template for you. Present key marketing metrics and performances using this social media weekly report template that’s designed for once-a-week use.

Customize this template and make it your own! Edit and Download

5. General Marketing Report Template

This general marketing report template presents a bird’s eye view of your entire digital marketing strategy, including social media. See how your social efforts stack up against other marketing methods like email marketing or SEO.

Customize this template and make it your own! Edit and Download

6. Social Media Ads Report Template

Track how your social handles are doing and present them to your team using this ad report template. This social media report template features a simple and clean design layout that oozes creativity. Eye-catching geometric color combinations, high-resolution stock photos and unique vector icons are a few of the unique design elements in this report.

Customize this template and make it your own! Edit and Download

7. Monthly Social Media Analytics Report Template

Captivate the attention of your audience with this social media monthly report template. This editable analytics report template features a geometric block layout filled with different colors to bring the report to life. Subtle use of vector icons, high-res stock photos and data visualizations make sure the report gets the attention your data deserves.

Customize this template and make it your own! Edit and Download

8. Monthly Marketing Report Template

This monthly marketing report template includes space for social media highlights as well as other marketing strategies. It also features a simple and clean cover page, plus a design layout that will easily captivate your audience’s attention. It also features Visme’s high-quality vector icons, unique timelines, line graphs and more.

Customize this template and make it your own! Edit and Download

9. Promotional Campaign Report Template

This seven-page template is the perfect way to share updates on the social media campaigns you’re running and their performance. The promotional campaign report template features an attractive design layout with colorful borders, stylized content blocks and a subtle use of vector icons. It also showcases a colorful line graph that brings life to boring financial data.

Customize this template and make it your own! Edit and Download

10. Blue Retail Weekly Marketing Report Template

Keep growing your retail brand with a sophisticated weekly marketing report your colleagues will happily read. Use Visme’s intuitive data visualization tools to evaluate your brand’s recent progress and challenges. While the template has a cool blue color scheme, you can easily customize the visuals to match your branding.

Customize this template and make it your own! Edit and Download

11. Weekly KPI Report Template

Want to communicate with investors and other stakeholders on a regular basis? The weekly KPI report template is for you. This customizable template uses visualization tools such as line graphs and pie charts to help portray your social media goals, customer information and financial status.

Customize this template and make it your own! Edit and Download

12. Social Media Marketing Weekly Report Template

This single-page social media campaign report is a minimalist option built to simplify reporting. The clean and spaced-out design makes it easy to keep track of progress. Simply add your best-performing content on each day of the week.

Social Media Marketing Weekly Report

Customize this template and make it your own! Edit and Download

13. Event Report Template

If you need to report analytics from a live social media event such as a Facebook Live, Instagram Live or webinar, this template is the perfect fit. Summarize the event on the first page (adding information such as the number of registrations and social media shares you received). Then break attendees down into demographics. End by providing recommendations on how to make the next event better.

Customize this template and make it your own! Edit and Download

14. Social Media Report Presentation Template Modern Template

This template is designed to be shared as a PowerPoint presentation. It breaks down basic information such as the channels where your brand is active, the hashtags you use and the kind of engagement rate you normally get.

Customize this template and make it your own! Edit and Download

15. Monthly Marketing Report Interactive Presentation Report

Add or subtract slides from this presentation-style report to perfect your monthly social media wrap-up. This interactive template features a range of exciting features such as links, videos and hover effects and is easy to customize thanks to Visme's innovative drag and drop template editor.

Customize this template and make it your own! Edit and Download

Designing your report doesn't have to be such a hassle. Use Visme's find and replace content feature to ensure your report is accurate. Our improved shortcut and hotkeys feature make your work faster and easier.

5 Best Social Media Reporting Tools

If you’re looking to create the best social media reports for your team, we’ve got five tool recommendations to help you get started.

Visme

social media report- Visme

Visme’s report maker can help you visualize the data you pull directly from your social media analytics in a stunning report design. Connect your Google Analytics or a live Google Sheet with social media data to your Visme charts to auto-populate results in a beautifully designed document.

Charts can be animated with pop-up legends if you choose to embed your report or share a live link with your team. Choose from a number of different chart types, like bar charts, pie charts, line charts and more to make sure you’re able to visualize all key data.

Visme makes creating a social media report and sharing it with your team easy. Start with one of our social media reporting templates and customize it with your brand colors and data.

Keyhole

social media report- Keyhole

Connect your social media accounts directly to your Keyhole account and watch as your social media metrics report comes to life. Choose the specific reports you want to add to your dashboard and generate a live link to share with your team, clients and more.

Reports are also downloadable in XLS and PDF files for offline viewing and sharing. This makes it seamless to gather social media data and put it into one single dashboard, helping with your monthly or weekly social media report meetings.

Whatagraph

social media report- Whatagraph

Whatagraph is another tool that can help you create marketing reports. With Whatagraph, you can connect your Google Analytics, social media profiles, email marketing platforms, SEO tools and more to create a cohesive reporting dashboard with all information in one place.

This makes it easy to create a comprehensive social media report that you can share across your team, at board meetings, with higher-ups and anyone else who needs to see the data.

AgencyAnalytics

social media report- AgencyAnalytics

AgencyAnalytics is a reporting tool directed towards agencies looking to create visually appealing and easy-to-understand reports for their clients. They offer a number of report types, including social media analytic reports.

Users can connect their clients’ social media accounts in order to build a live, comprehensive dashboard with easy to read charts and data visualizations. They can download or share a live look at the report with their clients.

DashThis

social media report- Dashthis

DashThis is an automated reporting tool that can help social media marketers create a social media marketing report template in minutes. Integrate your social media accounts and watch as a report auto-populates in front of your eyes.

This is a great way for smaller teams to minimize reporting time but still get a comprehensive report that is easy to understand and looks good.

Level Up Your Social Media Report with Visme

Ready to create your own social media report? Use Visme’s innovative drag-and-drop document editor and ready-made templates to make it happen quickly.

With Visme's report maker, you don’t need design skills—it’s easy to create a social media report that looks professional and attractive. Click here to get started today!