Best Youtube report templates for marketing teams and agencies (2024)

Automate marketing reporting with dozens of 100% customizable, white-label Youtube report templates. Used and made by +10,000 marketers in over 60 countries.

Google Business Profile report template for marketing teams and agencies

Optimize your local SEO strategy with this Google Business Profile report template. Track CTR, conversion rate, CAC, clicks, impressions, and reviews. Analyze data by location, age, gender, and time. Perfect for marketing teams aiming to consolidate performance insights and meet specific goals.

Monthly Marketing performance report template for marketing teams and agencies

Analyze key metrics with the Monthly Marketing performance report template. Measure conversion rates, ROI, and CTR using data from Google Analytics 4, Facebook Ads, and Instagram Insights. Segment by audience, channel, and geography. Designed for marketing teams to track campaign success and refine strategies with insights from YouTube and Google Ads.

SEO On-page report template for marketing teams and agencies

Track and measure key metrics with the SEO On-page report template. Analyze conversion rates, ROI, and click-through rates. Monitor organic and paid keyword rankings over time. Segment by campaign, audience, and time. Ideal for marketing teams to unify strategies and achieve specific goals.

Shopify report template for marketing teams and agencies by Porter (2024)

Get the actual Shopify template used by Porter to monitor E-commerce performance.

Shopify report template for marketing teams and agencies

Analyze key metrics like revenue, average order value, and conversion rate with this Shopify report template. Track cost per acquisition and return on ad spend. Segment by audience, messaging, and channels. Ideal for e-commerce marketing teams to unify insights and optimize strategies. Perfect for monitoring Shopify store performance across various timeframes.

Weekly report template for marketing teams and agencies

Optimize your marketing strategy with this Weekly report template. Track CAC, conversion rates, ROI, and more. Consolidate data from SEO, Google Analytics 4, Facebook Ads, Instagram Insights, and YouTube. Segment by demographics, location, and time. Perfect for marketing teams to measure key metrics and enhance performance.

Web analytics report template for marketing teams and agencies

Optimize your marketing strategy with this Web analytics report template. Track conversion rates, ROI, and audience size using Google Analytics 4. Analyze key metrics by campaign, demographics, or time. Perfect for marketing teams to consolidate data and enhance performance. Monitor sessions, impressions, and reach for actionable insights.

Shopify report template for marketing teams and agencies by Porter (2024)

Get the actual Shopify template used by Porter to monitor E-commerce performance.

Facebook Ads report template for marketing teams and agencies by Porter (2024)

Get the actual Facebook Ads template used by Porter to monitor PPC performance.

Facebook Ads report template for marketing teams and agencies

Optimize your Facebook Ads strategy with this report template. Track metrics like cost per conversion, ROAS, and CTR. Analyze performance by audience, placement, and time. Ideal for PPC and Paid Media teams to measure ad effectiveness across demographics and interests.

Amazon Seller Central report template for marketing teams and agencies

Analyze key metrics with this Amazon Seller Central report template. Track GMV, AOV, and CPA. Segment by demographics, ad format, and time. Perfect for e-commerce marketing teams to consolidate data from Amazon Seller Central. Optimize performance and refine strategies for targeted audiences. Measure success across platforms efficiently.

Ad pacing and budget tracking report template for marketing teams and agencies

Optimize PPC and Facebook Ads with the Ad pacing and budget tracking report template. Track CTR, conversion rate, and cost per conversion. Segment by audience, ad placement, and timing. Monitor budget allocation across demographics and timeframes. Ideal for marketing teams to analyze paid media performance and achieve specific goals.

Google Ads report template for marketing teams and agencies

Optimize your PPC strategy with this Google Ads report template. Track key metrics like conversion rate, ROI, and CTR. Analyze performance by campaign type, goal, and status. Segment data by age, gender, and location. Ideal for marketing teams to measure and refine paid media campaigns effectively.

PPC report template for marketing teams and agencies by Porter (2024)

Get the actual PPC template used by Porter to monitor PPC performance.

E-commerce report template for marketing teams and agencies by Porter (2024)

Get the actual E-commerce template used by Porter to monitor E-commerce performance.

Facebook Ads report template for marketing teams and agencies

Optimize your Facebook Ads strategy with this report template. Measure key metrics like cost per conversion, ROAS, and CTR. Analyze performance by audience, placement, and time. Ideal for PPC specialists to track and improve paid media campaigns. Consolidate data from Facebook Ads and PPC for actionable insights.

E-commerce report template for marketing teams and agencies

Optimize your strategy with this E-commerce report template. Track metrics like conversion rate, average order value, and CPA. Analyze dimensions by audience, channel, and time. Integrate data from E-commerce, Paid Media, and SEO. Ideal for marketing teams to measure performance and achieve goals effectively.

PPC ROAS report template for marketing teams and agencies

Track PPC performance with this PPC ROAS report template. Measure CTR, CPA, and conversion rates. Analyze ad placement, audience, and creative formats. Integrate data from Facebook Ads and Paid Media. Segment by time and demographics for actionable insights. Ideal for marketing teams aiming to optimize their strategy and achieve specific goals.

Google Ads report template for marketing teams and agencies

Optimize your PPC strategy with this Google Ads report template. Track conversion rate, cost per conversion, and CTR. Analyze by campaign type, audience, and time. Perfect for marketing teams to measure performance and align with objectives. Consolidate data from Google Ads and Paid Media for actionable insights and enhanced campaign management.

Multi-channel Marketing performance report template for marketing teams and agencies by Porter (2024)

Get the actual Multi-channel Marketing performance template used by Porter to monitor Marketing performance.

What is a YouTube report?

A YouTube report is a tool that consolidates data from multiple sources (e.g., YouTube Analytics, Google Ads, Social Blade) to track and display key performance indicators (KPIs) (e.g., views, watch time, subscriber growth), enabling creators and agencies to monitor channel performance and create presentations for clients and executives.

YouTube reports are typically built using flexible tools like Google Looker Studio, Power BI, Google Sheets, or platform-specific solutions to enable high customization and integration of multiple data sources.

What to include in a YouTube report?

An actionable YouTube report balances context and specificity based on the audience (executives, managers, and analysts) and their use cases.

Executive YouTube reports

Executive reports for CMOs, CEOs, and clients show YouTube's bottom-line impact. Reviewed weekly, monthly, or quarterly, they include:

Channel performance analysis: by video, using metrics like watch time, engagement, and subscriber growth.
Revenue analysis: AdSense earnings, sponsorships, and merchandise sales.
Cohort analysis: retention, engagement, and growth by viewer cohort (subscription period, content type)
Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

YouTube manager reports

Manager reports have cross-video views with drill-downs to see performance by video, playlist, region, team member, and campaign. They help align teams, define tactics, and include:

Cross-video reporting: overall channel, video, or region reporting across content types
Goal tracking: compare current performance vs objectives
Audits for prioritization and spotting issues
Competitive analysis for channel and content mapping
Topic, keyword, content, audience research

Operational YouTube reports

Operational reports for analysts and channel managers have granular, customizable KPIs to solve technical issues. Monitored hourly, daily, or weekly, they cover:

Video performance: views, watch time, engagement, CTR
Subscriber metrics: growth, churn, demographics
Content analysis: top-performing videos, audience retention, traffic sources
SEO: keyword rankings, impressions, clicks, video tags

Operational YouTube reports are highly customized, built in flexible tools like Google Sheets or Looker Studio to enable data cleaning, blending, annotations, and integrating multiple sources.

How to build a YouTube report?

To build a YouTube report, connect your data sources, choose a template on Looker Studio or Sheets, build your queries by selecting metrics and dimensions, choose charts to visualize your data, customize the report, design and share via link, PDF or email.

Here’s the breakdown:

Connect data sources

Define and connect the data sources to bring to your report. Common sources are YouTube Analytics for video performance, Google Ads for ad performance, and Social Blade for competitive analysis.

To connect your data sources, go to portermetrics.com, choose the data sources to bring to your report.

You can follow these tutorials on connecting your data:

Choose a template

Choose from dozens of YouTube report templates in Google Sheets or Looker Studio, designed for use cases like video performance monitoring, audience analysis, and revenue tracking.

Learn to copy Looker Studio templates.

While templates are the starting point. Make them specific for your channel or agency. Map your specific metrics, especially custom conversions, viewer data, and all the fields and metrics that you define as "engagement" and "revenue".

Depending on your reporting tool—Google Sheets or Google Looker Studio, pick any of the dozens of templates created by our team and customers to solve your YouTube reporting use cases, such as video performance monitoring, audience analysis, and revenue tracking.

Select metrics, dimensions, and charts

Once your report template is downloaded, you may 1)modify it or 2) create a blank page to build it from scratch. Whatever the case, setting up a query always follows these steps:

Select the data source and the account connected to it
Choose metrics (e.g. Views, watch time, Subscribers, Revenue, etc.).
Choose breakdowns to segment your data (e.g. by date, video title, traffic source, etc.)

You can follow these tutorials on adding data to your reports

Design

To make your YouTube reports truly white-label you can add logos, colors, fonts, and styling to mirror your brand.

Follow these tutorials to design your YouTube reports:

Share

Share your YouTube reports via links, PDF, schedule emails, and control permissions.

KPIs to include in a YouTube report?

YouTube reports should include a mix of funnel—visibility, engagement, conversion—,efficiency, effectiveness, revenue, and cost metrics and KPIs to fully understand the performance of your channel towards business goals. They include:

YouTube funnel KPIs measure the viewer journey (from the creator perspective), regardless of the content type:

Visibility metrics: impressions, reach, subscribers, video uploads
Engagement metrics: views, likes, comments, shares, watch time, average view duration
Conversion metrics: subscriber growth, key actions, revenue events

Efficiency KPIs compare your YouTube outputs to the cost, including:

Visibility: CPM (Cost per Mille)
Engagement: CPC (Cost per Click)
Conversion: CPA (Cost per Acquisition), CPP (Cost per Purchase)

Effectiveness KPIs compare the input with the output from one funnel stage to another

Visibility: Frequency
Engagement: CTR, engagement rate
Conversion: Conversion rate

Sales and cost KPIs show the bottom-line impact of your YouTube performance:

Sales: revenue, sponsorships
Cost: ad spend, production costs
Efficiency: ROI, ROAS, CAC
Effectiveness: AOV, ACV

To analyze these YouTube KPIs, segment them by:

Channel: organic, paid, YouTube Ads vs other platforms

Time: Hourly, daily, weekly, monthly

Campaign: content type, objective

Business: client, branch, region

Audience: geo, tech, demographics, interests, behavior, placement

Content: creatives, format, topic, keyword