Best Social Media report templates for marketing teams and agencies (2024)

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

Twitter Ads Report template for Marketing teams and agencies

Analyze key metrics like CTR, conversion rate, and social actions with this Twitter Ads report template. Track performance by campaign objective, ad format, and audience targeting. Segment data by time, location, gender, and age. Perfect for PPC specialists to consolidate Twitter Ads and Paid Media strategies for actionable insights.

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Video marketing Report template for Marketing teams and agencies

Optimize your social media and YouTube strategies with this Video marketing report template. Track CTR, conversion rate, ROI, likes, shares, and views. Analyze demographics, psychographics, and geographic data. Gain actionable insights to enhance performance and meet marketing goals. Perfect for marketing teams seeking to unify key metrics and drive success.

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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.

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Youtube Report template for Marketing teams and agencies

Optimize your social media strategy with this Youtube report template. Track CTR, conversion rate, CPA, likes, comments, shares, views, watch time, and subscribers. Analyze by audience, age, gender, interests, and time. Perfect for marketing teams seeking actionable insights to enhance performance across advertising platforms and align with SEO objectives.

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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.

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Content performance Report template for Marketing teams and agencies

Optimize your social media strategy with the Content performance report template. Track conversion rates, engagement, and audience demographics using data from Google Analytics 4, Instagram Insights, and Facebook Insights. Analyze key metrics by campaign, duration, and time. Perfect for marketing teams to measure performance and achieve objectives efficiently.

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Creator marketing Report template for Marketing teams and agencies

Track key metrics like CTR, conversion rate, and ROAS with the Creator marketing report template. Analyze audience breakdowns by demographics, psychographics, and behavior. Measure engagement through likes, shares, and comments. Utilize data from Social Media, Instagram Insights, and LinkedIn Pages. Optimize strategy with actionable insights segmented by time periods. Ideal for marketing teams.

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Youtube Report template for Marketing teams and agencies

Optimize your social media strategy with this Youtube report template. Track CTR, conversion rate, CPA, likes, comments, shares, views, watch time, and subscribers. Analyze by audience, age, gender, interests, and time. Perfect for marketing teams seeking actionable insights to enhance performance across advertising platforms and align with SEO objectives.

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CRM Report template for Marketing teams and agencies

CRM report template tracks key metrics: conversion rate, cost per acquisition, ROI. Analyze demographic, geographic, and psychographic data. Measure sales cycle length, average deal size, and CRM contact conversion. Ideal for B2B and email marketing teams to consolidate insights and refine strategies.

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Facebook Ads Funnel Report template for Marketing teams and agencies

Optimize your Facebook Ads Funnel with this report template. Track CTR, conversion rate, CPA, and more. Analyze audience targeting, ad creative, and placement strategy. Segment by demographics and behavior. Ideal for PPC and paid media specialists to enhance campaign performance and achieve marketing objectives. Perfect for understanding reach, impressions, and organic search traffic.

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Lead generation Report template for Marketing teams and agencies

Optimize your strategy with the Lead generation report template. Track conversion rates, cost per conversion, and ROI. Analyze B2B, CRM, Email Marketing, and Facebook Ads data. Segment by audience, demographics, and behavior. Measure SQLs, sales cycle length, and CRM contact performance. Ideal for marketing teams seeking actionable insights.

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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.

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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.

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Demand generation Report template for Marketing teams and agencies

Optimize B2B demand generation with this report template. Track conversion rates, cost per conversion, and click-through rates. Analyze social media shares and impressions. Integrate data from CRM, E-commerce, Facebook Ads, Google Analytics 4, and LinkedIn Ads. Segment by demographics and time for strategic insights. Ideal for marketing teams focused on performance.

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What is a social media report?

A social media report is a document that consolidates data from multiple sources (e.g., Instagram, Twitter, Facebook) to track and display key performance indicators (KPIs) (e.g., engagement rate, follower growth, reach), enabling teams and agencies to monitor social media performance and create presentations for clients and executives. 

Social media reports are typically created 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 social media report?

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

Executive social media reports

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

  • Social media ROI analysis: by platform, using engagement metrics and follower growth.
  • Audience analysis: demographics, interests, and behavior insights.
  • Content performance analysis: top-performing posts, engagement by content type.
  • Add text for additional context to translate metrics for non-technical audiences. Present in slide decks and simplified Looker Studio reports.

Social media manager reports

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

  • Cross-platform reporting: overall performance, audience insights, and content effectiveness across platforms.
  • Goal tracking: compare current performance vs objectives.
  • Audits for prioritization and spotting issues 
  • Competitive analysis for platform and content strategy mapping.
  • Topic, keyword, content, audience research

Operational Social Media Reports

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

  • Engagement: likes, comments, shares, engagement rate.
  • Growth: follower growth, reach, impressions.
  • Content: post performance, optimal posting times, trending topics/hashtags.

Operational social media 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 social media report?

To build a social media 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 Instagram, Twitter, Facebook for social media performance, and CRM for audience data.

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 social media report templates in Google Sheets or Looker Studio, designed for use cases like engagement monitoring, follower growth, and content performance. 

Learn to copy Looker Studio templates

While templates are the starting point. Make them specific for your business or agency. Map your specific metrics, especially custom engagement metrics, CRM contact data, and all the fields and metrics that you define as "engagement" and "reach".

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 social media reporting use cases, such as engagement monitoring, follower growth, and content performance. 

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: 

  1. Select the data source and the account connected to it
  2. Choose metrics (e.g. Likes, comments, shares, reach, etc.). 
  3. Choose breakdowns to segment your data (e.g. by date, post type, hashtag, etc.)

You can follow these tutorials on adding data to your reports

Design

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

Follow these tutorials to design your social media reports:

Share

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

KPIs to include in a social media report?

Social media reports should include a mix of visibility, engagement, growth, and content performance metrics and KPIs to fully understand the performance of social media activities towards business goals. They include:

Social media KPIs measure the engagement process, regardless of the platform: 

  • Visibility metrics: impressions, reach, followers
  • Engagement metrics: likes, comments, shares, video plays
  • Growth metrics: follower growth, reach expansion

Efficiency KPIs compare your social media outputs to the cost, including:

  • Visibility: CPM (Cost per Mille)
  • Engagement: CPC (Cost per Click)
  • Growth: CPA (Cost per Acquisition)

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

  • Visibility: Frequency
  • Engagement: engagement rate
  • Growth: follower growth rate

To analyze these social media KPIs, segment them by:

  • Platform: Instagram, Twitter, Facebook
  • Time: Hourly, daily, weekly, monthly
  • Campaign: content type, objective
  • Business: client, branch, region
  • Audience: geo, tech, demographics, interests, behavior, placement
  • Content: creatives, format, topic, hashtag