How to Maximize ’s Social Media Reporting Template
Now for the fun part! It’s time to create your social media report.
To help, we’re going to walk you through the main sections of our free reporting template.
Similar to PowerPoint, this Google Slide can be edited at your leisure. You can duplicate or remove slides, change background colors, use our PNG stickers, and add your data insights.
Once you’re done, delete the example report slides, and voila — you’re ready to present your findings.
TIP: To share your report in PDF form, simply save the Google Slide as a PDF instead.
So what are you waiting for? Start using our Social Media Report Template now!
Step #1: Identify Your Social Media Goals
Your social media goals will set the stage for what’s included in your monthly report.
The most effective goals are those that are SMART:
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Specific: Include specifics to help you track the success of your content.
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Measurable: The goal has to be measured in some way. This is where your key metrics come into play.
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Achievable: Is this goal in scope? Your goals should be challenging, but still within reach.
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Relevant: Is this goal working towards achieving your larger business objectives?
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Time-sensitive: What is the timeline for this goal?
Once you know your goals, you can set clear benchmarks to measure your performance against.
This way, if you’re over or underperforming, you can adjust your strategy as needed.
Step #2: Choose Which Metrics You’ll Report On
Remember: your monthly report is all about sharing a high-level check-in.
So, with your social media goals in mind, choose which metrics you’ll report on for each platform.
For example, if you’re looking to build awareness, your follower growth, reach, and engagement will be important metrics to track.
However, if you’re trying to drive people to your website, you’re going to focus a lot more on link clicks and conversions.
This will help you frame and fill out the report — including whether you’re on pace to hit your monthly, quarterly, and yearly goals.
Step #3: Include a High-level Overview of Your Progress
Right off the bat, you’ll want to include a snapshot of your progress with a monthly check-in slide:
This shows a high-level overview of how you’re tracking toward your goals and can help inform your strategy for the months to follow.
Likewise, your top-performing posts slide will give more insight into what content drove the most sessions, got the most engagement, and reached the most people:
Here, you can briefly explain why each post performed so well, and call out any trends you notice.
For example, if the same post drove the most sessions and engagement, then you know you’ve hit the money spot.
Step #4: Monthly Performance Breakdowns & Metrics
Next, it’s time to add your social media analytics to the report.
Most social platforms have built-in analytics dashboards, but for more flexibility and peace of mind, you should keep track of your metrics in a spreadsheet that you own.
With , you can export your Instagram analytics from your dashboard as a CSV file directly to your desktop:
This will make it easier for you to see all of your data in a spreadsheet format, which you can then copy and paste into your report.
For the report template, we’ve separated the performance breakdown into three sections:
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Instagram (Organic): Instagram, Instagram Stories, Instagram Reels
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All Other Platforms (Organic): Facebook, Pinterest, Twitter, TikTok, YouTube, LinkedIn
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Paid: Instagram, Facebook, Pinterest, Twitter, TikTok, LinkedIn, Google
Separating the data in this way will help you get a clear picture at first glance. It also lets you segment certain metrics for easier comparison.
For example, Instagram Reels should be analyzed separately from other content on Instagram (e.g. static feed posts) because the reach potential is so much higher.
To calculate your monthly percent change, subtract the previous month from the current month. Then divide the result by the previous month and multiply by 100.
For example, if you had 436 Instagram followers in March and 562 followers in April, your equation should look like:
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526 – 436 = 126
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126/436 = 0.288
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0.288 x 100 = 29%
This means that from March to April your Instagram profile grew by +29%.
Ready to level-up your performance tracking? Sign up to and explore your Analytics dashboard today.
Step #5: Summarize Your Key Learnings and Monthly Takeaways
To conclude your monthly report, it’s important to reflect on what worked and what didn’t — so you can drive your strategy forward:
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Wins: What worked this month? Did something perform exceptionally well?
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Challenges: What didn’t land this month? This is a great time to present tweaks to your strategy. What can you try next month?
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Opportunities: Share new platform features that you want to experiment with, upcoming holidays or events, or key learnings from your wins and challenges.
Step #6: Focus on the Insights That Matter
Real talk: people tend to doze off when it comes to talking numbers, so you’ll want to keep things concise.
This is your chance to highlight your wins, show how you’re supporting business goals, and point out trends or opportunities.
Remember: this is a monthly social media report. Unlike your quarterly or yearly analysis, this report should be much more succinct.
It’s about showing high-level results, drawing insights, and making sure your strategy is on the right track.
Give your monthly reports a revamp with our free Social Media Report Template. It includes an example report and sticker pack too! Download now.
