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กลยุทธ์การตลาดดิจิทัล (Digital marketing)

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Video: How to Build a Social Media Report (+ Free Template)

Supported keys: social media reporting template, 2020-08-17, How to Build a Social Media Report (+ Free Template), If you want to become a social media manager, you have to know how to build a social media report for clients! This is an example of what I include in my standard social media reports for clients. Grab this report in a Canva template here: https://bit.ly/smmreporttemplate Definitely recommend customizing this with brand colors, fonts, and additional details as you see fit… but it should be a helpful start for you!

FREE social media manager starter kit: https://bit.ly/thesmmstarterkit

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0:00 – Intro and why you need social media management reports
02:25 – Social media management report process and tools
03:23 – LinkedIn Company Page report
06:55 – Facebook Business Page report
10:04 – Instagram report
13:01 – Twitter report
14:36 – Final thoughts and advice

#SocialMediaManager #Freelancer #Entrepreneur, Latasha James


Never let scattered marketing data slow you down

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Quickly bring any metrics and dimensions from your favorite marketing platforms into your go-to reporting, data visualization, data warehousing, or BI tool. No sampling. No nonsense. Just clean data.


Once you have your data where you want it, you can start organizing and filtering it immediately. Dive into your numbers to figure out what is and isn’t working — and then get straight into optimization.

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When you’ve built your report or dashboard, you can eliminate hours of manual work by scheduling data transfers and automating your marketing reporting.

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Here’s how ecommerce businesses drive more sales with Supermetrics

Prevent allocating budget blindly

Relevant data. Relevant channels. Better decision-making. Figure out which channels, campaigns, and audience segments generate the most revenue and stop flying blind with your budget allocation.

See the bigger picture

You can’t complete a puzzle without all the pieces. Centralize all your siloed ecommerce data to gain a better understanding of your business performance.

Less manual work. More time for growing business

No CSV export. No copy/paste. No switching between platforms. Automate data transfers so you can focus on optimizing campaigns, improving customer satisfaction, and growing your business.

Pull data from your favorite marketing platforms

Quickly bring any metrics and dimensions from all your favorite ecommerce and advertising platforms, including Snapchat, TikTok, Shopify, and more

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Social media report templates

Help your business grow with Supermetrics

Kiss goodbye to copy/paste

As a marketer in a small business you have a lot on your plate. Don’t waste your time on tasks that can be automated, like copy/pasting data into a spreadsheet or report. Use it on important stuff and give yourself more time to think. Get Supermetrics and automate your reporting tasks, kiss goodbye to copy/paste, and save 10-30 hours every month.

Experiment quickly

SMBs move quickly. For marketing, that means testing different channels and tactics to see what impacts your growth. But you can’t manage what you can’t measure. Bring your scattered marketing data from all your platforms into one place with Supermetrics. Then you can run several experiments at the same time and see how they are doing — without having to leave your spreadsheet or dashboard.

Get better marketing results

The business might be small, but you generate a ton of marketing data. Having all your data in one place will quickly help you figure out what is and isn’t working with your marketing. From there you can make better decisions. And you know what better decisions mean? Better results. At the end of the day, that’s what it’s all about.

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Getting started with social media reporting

Let’s cover a few concrete steps to creating social media reports so you can get started ASAP:

Step 1: Consider your company’s social media goals

What are your social media goals?

Create a vision for what you want to achieve. You can think big, but keep your goals simple at first. Your goals should indicate you’re working toward something, whether you want to increase your followers, engagement or conversions.

Also stick to the principle of setting SMART goals:

  • Specific. Say which specific strategies you’re going to employ (user-generated campaigns, influencer marketing, Facebook ads and so on).
  • Measurable. Track any social goal with numbers.
  • Achievable. You need to make sure you have the resources (creatives, budget) to achieve your goals.
  • Realistic. Don’t promise results that you can’t produce (think: doubling your follower count in a week).
  • Time sensitive. Your goals need an endpoint. Give yourself a quarterly or annual timeframe to accomplish your goals.

Framing your data this way helps you understand whether you’re reaching your goals and clues you in on opportunities to pivot if you’re not.

Step 2: Choose your reporting frequency

First things first: You need to determine the time frame for your reports. All social networks allow you to pull data from their native analytics based on specific date ranges.

Brands typically produce social reports daily, weekly, monthly and/or quarterly. Each reporting cadence provides different value. Here’s a quick overview of the benefits of the different timeframes:

  • Daily. You can monitor brand mentions and timely conversations that require immediate attention.
  • Weekly. These reports are great for spotting new and trending topics, along with timely optimizations.
  • Monthly. Monthly reports can help your team gain a better understanding of metrics, especially pertaining to your marketing campaigns and content strategy. This cadence is great to present to managers since they track progress towards goals like account growth and conversions.
  • Quarterly. You can assess overall social performance to help inform your strategy. Quarterly reports allow you to collect a larger sample size of data.
  • Annual. This is great for reviewing year-over-year comparisons and informing your overall marketing strategy.

Note that although short-term reports are helpful, they are skewed by anomalies (think: random high and low-engagement days). Quarterly and annual reports convey long-term trends. These reports also give you more time to prepare and dig deeper into your data. This informs your strategy more than surface-level data.

Social media is ever-changing, so it’s important to use data throughout the year to give various snapshots of your performance.

Step 3: Assess your reporting audience

Before putting together the report itself, think about who will look at the report. Who are you trying to show the bigger picture to?

Perhaps the marketing team wants a simple breakdown free of industry jargon, or a manager who isn’t social savvy. Or maybe your entire organization wants to know what you’re doing.

Based on your audience, you can better determine the level of detail and what points to highlight.

For example, marketing teams are interested in campaign-specific performance data. Meanwhile, leadership might be laser-focused on conversions and financial figures.

No matter who’s going to see your report, they’re going to want to see hard numbers related to your efforts. Pull the data that’s most important to the stakeholders and use those metrics to guide the context in your report.

Step 4: Make your social media reporting visual

Regardless of your audience, include visuals when reporting with stakeholders. Although reporting is analytical, remember it’s an art form too. Use visuals to help curate your masterpiece and make your reports engaging.

A visual representation of your data and talking points is a good start. This makes your social media reporting even easier to digest at a glance.

Visual reporting is also great for highlighting events such as engagement spikes or shout-outs from influencers and other milestones your reporting audience is most interested in.

With Sprout, you can customize your reports beyond the data you get from native analytics. These presentation-ready reports range from platform-specific metrics to your entire social presence.

Social media reporting is more than a numbers game. Providing real-world data examples from your brand’s social media can open the eyes of your stakeholders. Use visuals to guide your audience to that light bulb moment to understand the impact.

Step 5: Provide competitive reports for more context

Pay attention to your competitor’s social performance as well. Studying their social presence can help inform your campaigns, inspire content and ensure you’re staying on top of industry trends.

Seek out competitors that have a similar social presence to your brand. For example, if you’re a local coffee shop, you wouldn’t compare your company to Starbucks. Other small and mid-sized coffee shops are closer competitors. However, Starbucks could help inspire content as a leader in the industry.

Once you have a good idea of your industry peers, use competitive benchmarks to report on the following:

  • Audience growth. Are you and your competitors growing at the same rate? If someone’s outpacing you, it might be worthwhile to do a deep dive on their content strategy.
  • Share of voice. Which brands are getting their content shared the most? Which social accounts are getting lots of love via hashtags? Maybe it’s time for you to get a bit louder, so to speak.
  • Content performance. Which brands are dominating key social terms in your industry? How often do these top performers post? Consider the type of content that is doing well too—do they use stories or short-form videos?

Third-party competitive analysis tools can help you answer some of these questions. Sprout has a number of tools that do some of the legwork for you such as the Instagram Competitors Report and our Facebook Competitors Report.

Step 6: Summarize your key learnings and next steps

Reporting is ultimately a review exercise to reflect and take action. Think of reporting as the muse or inspiration that drives the finer details of your overall strategy.

To round out your report, you need to let your audience know what you’re going to do next based on what you’ve learned (think: SMART goals). This could include running more ads or publishing more user-generated content—the choices are endless and your data can inform where to go.

As a final tip, remember to aim for conciseness when sharing information. Bullet points are more than enough: if someone needs further elaboration, they can ask.

Your social media reporting template

If you’re ready to level up your reporting, we have a downloadable template for you. This social media analytics template is a great starting point if you’re totally new to social media reporting. It features an editable spreadsheet so you can adapt to the needs of your brand and your preferred platforms. Simply click the button below to download the template and make a copy to get started.

Download Here

Track paid and organic performance for all your platforms. Plus, analyze data to paint the entire picture. There are a variety of social media analytics tools you can use to guide your reporting. Gather the data and complete the template to get started.

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A social media report is an internal reporting document that presents and tracks relevant data about your social media activities.

It can be anything from a simple list of numbers in a spreadsheet to a spiffy slide presentation packed with analysis. It all depends on the purpose of your report and who your audience will be.

You might need multiple reports to suit different audiences or goals.

The short answer is that your social media marketing report should include the data and analysis your audience needs to understand your social media performance — no more, no less. That audience might be your boss, your team, or even yourself.

Of course, your team needs a much more granular report than your boss does. And you probably want an even more detailed one for your own records.

Your social media report should also look nice and be easy to follow. There’s no need to go overboard with the formatting or include unnecessary details. It’s best to let your data tell the story.

Here is a suggested structure to get you started. To make things easy for you, we’ve also included a free social media report template, which you can download below.

Feel free to mix and match the sections to create a custom social media reporting tool that works for your intended audience and reporting needs.

An outline of your social media marketing strategy

Start your social media report with a quick overview of your social media strategy. This provides context so your readers understand what to expect in the rest of the report.

You’ll go into more detail in the next sections, but this is the place to lay out the overarching purpose of your social activities as they relate to business strategy.

Does your company use social primarily as a channel for customer service? Social commerce? Brand awareness? All of the above?

Be sure to highlight any changes in strategy since the last time you reported, including any new channels you’ve incorporated into your social mix.


Now it’s time to get more specific. Take the guiding strategy you highlighted in the first section and break it down into clear, measurable goals. It’s a good idea to use the SMART goal-setting framework, since it ensures you create goals that are straightforward to track and report.

The number of goals you include will vary depending on how well established your social strategy is and the size of your team. If this is your first social media report, stick to just a few goals. Once you’ve established a pattern of tracking, learning, and success, you can add more goals over time.

Success metrics

Now it’s time to think about what data you’ll report to validate your goals. SMART goals have success metrics built right into them.

For example, if your goal is to increase the number of leads generated by 25 percent in Q3, then you’ll need to report on the number of leads generated. The metrics that matter will be different for every team, but some key overall metrics to include for your social program are:

If you’re using social media for customer service, it’s also a good idea to report on service metrics like net promoter score (NPS), customer satisfaction score (CSAT), and resolution time.

Of course, you can include much more data if it’s relevant to your objectives. For a full breakdown of all the numbers you might want to include in your social media business report, check out our post on social media metrics that really matter.

Results per network

Drilling down even further, this section provides specific results for each social network. If it makes sense for your team, you can get even more specific and break things down by format within a network, such as Stories vs. posts vs. Reels.

The specific data to include in this section will depend on the goals and success metrics you’re included above. Here are some of the most common numbers to include for each social network:

No matter what metrics you choose, provide some previous results for context. After all, data means nothing in a vacuum. If you’re reporting on a campaign, look for a similar past campaign to compare what you achieved.

If you’re creating a regular weekly or monthly report, track your results compared to the previous several weeks or months. This allows you to see ongoing trends. You could also compare your results to the same period from the previous year, to account for any seasonal trends.


Having presented your data, it’s time to dive into the analysis. First up, highlight anything that went specifically well during this reporting period.

Look beyond the numbers here. Maybe you made contact with a key social media influencer for the first time. Or maybe a particularly compelling review came in through social that you’ll be able to use in future marketing campaigns.

Include room in your social media report to share all forms of success that are relevant to your goals.

If you can, try to determine why you got the results you did. The facts are interesting, sure, but the reasons behind the data are what can help you tweak your strategy and set meaningful social media goals.


This section offers the chance for some soul-searching and recalibration. Was there anything that went a little sideways this period? If so, can you pinpoint why? And what’s your plan to get back on track?

This is also a good section to report on new opportunities in the market you’ve uncovered through social listening or interaction with your followers. Is there a type of content followers want more of? Has your social care team flagged an ongoing issue that could be resolved through better documentation or an FAQ?


End your report by summarizing what you achieved and what you learned. Focus on the big takeaways and how they will help guide your future strategy.

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Why Your Agency Needs a Social Media Report Template

Social media is a major source of growth for your client’s business, if managed properly. Agencies that consistently deliver on their promises and increase their clients’ online presence are those that continuously track changes in social media performance and engagement metrics. The AgencyAnalytics social media reporting template allows agencies like yours to know exactly what’s going on with each of your client’s social accounts at any point in time. It also makes it easy to communicate your client’s performance in a way that’s easy to understand and interpret, regardless of their level of expertise.

Use your clients’ social media reports to demonstrate the ins and outs of their social media metrics for them while backing up the strategic choices your agency makes with data that ultimately contributes to their bottom line. Presenting your clients’ marketing metrics in a concise and understandable manner builds transparency and trust, leading to greater client retention and less churn.

With AgencyAnalytics, easily set up real-time social media dashboards to accompany your periodic reports so your marketing team–and clients– keep a finger on the pulse.

6 Key Sections Included in Our Social Media Report

1. Monthly Summary

An important aspect of running any kind of social media or marketing campaign is keeping your clients informed on the progress and results in a way that’s easy to digest. The Report Summary section gives you the opportunity to inform your clients in plain English exactly what happened over the last month and whether or not you’re on track to meet their business goals.

Also use the Report Summary to discuss new marketing strategies that you plan to implement in the coming period. Was there anything that just didn’t work this month that you want to change next month? This is a great place to discuss your objectives and key results (OKRs) that will help grow their social media presence.

2. Google Analytics – Social Breakdown

Following the Report Summary, the Google Analytics – Social Breakdown section provides essential marketing metrics that drive real business results as opposed to vanity metrics like followers and likes.

First, you’ll see the number of web sessions coming from social displayed in a line graph that tracks total traffic over time. To the right you’ll find a bar graph that displays how many sessions are coming from each individual social media account. In addition to total Sessions, the report displays the average number of pages customers visit per session.

This section also differentiates between repeat visits and new sessions so you can see if you’re attracting new customers with your social media marketing strategy. Like the number of web sessions, the Social Breakdown section displays the total number of conversions, or Goal Completions, generated from social media.

To analyze your client’s social presence in more depth, you can see each of these metrics broken down per social media account on the bottom part of this page. Use these data points to show your client which social media channels are driving results for their business, and which platforms represent an opportunity for growth.

3. Facebook

Next up, the social media analytics report template includes a section dedicated to Facebook, including Facebook Insights and Facebook Posts. This provides insights into the overall performance of your Facebook marketing initiatives, as well as a breakdown of your individual posts.

The Facebook Insights page focuses on your clients’ follower growth and activity on their business pages. To start, you’ll see the total number of Likes on a page, along differentiating between paid and organic Likes. You’ll also see a graph that displays the change in audience growth over the past month.

The Insights section also displays audience demographics data of your clients’ followers on Facebook. You’ll be able to see data relating to gender, age and geographic information. This information keeps you informed about your clients’ audiences and whether or not you’re reaching the intended target demographics.

The Facebook Posts section of the report provides your agency with an overview of each of your clients’ individual post performance and engagement. The page displays a full list of the Facebook posts you’ve made, along with the total reach and number of Likes, Shares, Clicks or other reactions followers have left. This section helps you and your clients understand which types of posts are resonating with their target audience at a glance, providing key insights that helps your agency create an informed content strategy in subsequent months.

Use AgencyAnalytics’ dedicated Facebook report template to get all your clients’ Facebook reports set up and automated in a few clicks.

4. Twitter

The social report also includes a dedicated Twitter section that provides growth insights for each account as a whole, as well as individual post analytics.

To begin with, you’ll see the total number of Twitter followers, including a bar graph that displays the change in follower count over the past month. The Twitter Insights section also displays the total number of Likes, Retweets and Tweets for the overall account.

Below that, you’ll find a section for audience demographics, including language, gender and geographic location. If you’re targeting a specific location or demographic, use this section to see if you’re on the right track or if your strategy needs refining.

The Twitter Posts page displays a full list of each Tweet during the past month, including the text and image. This section is especially useful if your agency has a client agreement to provide a certain number of Tweets per month. It also provides an overview of the type of content that resonates with your clients’ target audience and what can be improved next month.

5. Instagram

The next section is dedicated to Instagram and provides analytics into the overall account as well as individual post performance. To start, you’ll see a section for Instagram Insights, which displays metrics for the overall account including the number of total followers and follow growth over time. Below that you’ll find line graphs displaying the number of Likes, Comments, and Posts over time.

Below the Insights section you’ll find a page dedicated to individual Instagram posts, along with the number of Likes and Comments each post has received throughout the month.

Just as with Facebook, if you’re running ads on Instagram, this part displays all relevant KPIs for a particular campaign. Much like demographics data, you can use this information to re-adjust your marketing strategy as necessary to maximize your clients ROI.

6. LinkedIn

Last but not least, the social media report template includes analytics for LinkedIn. First, the Insights page presents the total number of followers and whether they’re organic or paid. Tracking the change in followers over time with the bar graph is an easy way to identify if your LinkedIn strategy is resonating with the audience or if it needs improvement.

Just like the other post sections in this report, the LinkedIn Posts section displays a list of each post you made during the month, along with the number of Comments and Likes your clients are getting.

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What is a Social Media Report?

A social media report is a solution for marketing agencies to assess and track their marketing strategy and initiatives. It presents key metrics and highlights the areas that need improvement. Build a social media report with Whatagraph to get more information about your clients’ paid channels, demographics, the progress of paid ads and the conversion rates. With Whatagraph, you can build the report that has all the data your clients need to see to make an informed decision about their marketing budget.

The Ideal Social Media Report Template for your Social Media Marketing Campaigns

Monitor All Your Vital KPIs & Metrics in a Single Report

Stop dealing with multiple tabs and Excel spreadsheets. Try Whatagraph and get your vital KPIs & metrics in a single report. Our reporting tool pulls data from multiple social media platforms, aggregates it and presents it in an easy-to-understand way. Analyze and compare Instagram ads with Facebook ads or any other social networks. Find out which channels bring in the best results in just a few clicks.

Create Insightful Social Media Reports Using our Pre-made Templates

A social media report template that covers all the most important metrics and presents valuable insights for your clients. Connect the channels you want to analyze and pull data from – there are 40+ integrations in Whatagraph to choose from. Find out what type of content performs the best and optimize social media strategies for your clients’ accounts.

Track Your Social Media Analytics & Paid Campaign Performance

Launched ads on multiple platforms? Then our report will save you the burden of reporting them all. Connect your channels to Whatagraph, and all your platforms will be analyzed in a single monthly report – or weekly, quarterly report with key performance indicators. Get an overview of each ad campaign’s conversion rate and click-through rate. Easily learn which ad copy, visual, and CTA generate your desired digital marketing results.

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1. What is a social media report?

A social media report is a type of internal reporting document that displays and tracks information about your social media activities.

Social media reports vary in terms of design. It could be anything from a simple spreadsheet of numbers to a slide presentation with complex analysis.

It all relies on what your report’s goal is and who your intended audience is. You may require various reports to cater to different audiences or objectives.

The main goal is to help you enhance your daily work by learning how to track the performance of your social media efforts.

A social media report must detail the activity of a certain brand or corporation across several social media platforms.

If you’re not tracking your results, creating content for social media marketing is pointless.

Imagine spending three months on your client’s Facebook page and receiving no traffic or quality leads from any of the updates.

A social media report serves as a timely reminder to always devote time to analyzing your social media strategy’s results.

As a result, you’ll be able to see what’s working (and what’s not) and adjust your marketing strategy accordingly.

Here are some of the most common reasons for doing social media reporting:

  • To analyze your work. You won’t be able to tell if your social media approach is effective unless you monitor your work.

  • To allow your customers to track the progress of their social media channels.

  • To measure ROI.

  • To properly schedule posts and deliver campaigns, allowing you to get the most out of all of your social marketing efforts.

  • To plan strategic efforts and activities that are tailored to each platform rather than taking a one-size-fits-all approach to your promotional efforts.

  • To identify new trends and opportunities.

3. Seven steps to build a social media report for your clients

Whether you’re preparing a social media report for your own company or for your clients, it’s not enough to simply go through heaps of data without a clear goal in mind.

All social media reports need to follow a strategy focused on how you can make the most out of the information you find, how to select the right information, and how you can extract insights from all those numbers.

After all, that’s how you tell a story to your clients.

But don’t worry, we’ve created a checklist to get you through it.

  • Define social media KPIs

What do I need from this social media report?

This is the simplest question you can have about social media reports.

Before you even start collecting data, ask yourself why these stats should be on your social media report.

SocialMediaToday classified the reports in three categories:

  • Regular social media reports – Use the specific metrics to show your progress on social. Make sure you include competitive social media benchmarks too.

  • One-off social media reports – showcase qualitative reports and campaigns performance.

  • Research social media reports – add insights on a particular topic or trend.

Depending on the social media report format you choose, make sure you don’t focus on managing data solely.

You have to extract the insights and trends that can drive outcomes for your clients or managers.

Simply put, keep the information in the report limited to your KPIs and use your expertise and social media landscape knowledge to analyze the data.

Identify the social media metrics that are in line with your goals and with wider business strategies.

Most smart business organizations insist on using KPIs because they want to amplify the potential acquisition and retention value that social media brings to their business.

Make sure your KPIs are:

  • Specific
  • Measurable
  • Achievable
  • Relevant
  • Time-Limited
  • Set a timeframe for your social media reports

How far back is it really necessary to go when doing social media reporting?

This is strongly connected to your goals.

Are you planning an annual social media report, or do you simply feel the past month could have brought in better results?

Perhaps you’re actually just interested in your campaign performance.

Here’re the most frequent report timelines:

  • Weekly social media reports

  • Monthly social media reports

  • Quarterly social media reports

  • Yearly social media reports

  • From campaign start to end

  • Get cross-platform insights

To fully understand how your brand is performing on social media, you need to dive into all social networks.

But instead of creating separate social media reports for each platform, it’s best to gather cross-platform insights side-by-side.

This will help you get an overview of your audience and tell you if you’ve divided your content efforts across social channels correctly.

If, for example, most of your content goes on Twitter, but your Instagram audience engages with your posts the most, it might be time to switch strategies.

This will definitely give value to any social media marketing report.

  • Define the most relevant information

Nowadays, there’s a lot of data and insights at the disposal of social media marketers.

So it’s important to not get overwhelmed when doing social media reporting and fight the impulse to include information about any and all stats that had a slight increase.

Not all of them matter.

Think of your social media analytics report as a whole consisting of a few mini-reports that fit together like a puzzle.

The stats you choose to include need to be connected and paint a consistent picture.

Typically, a social media report contains information on:

  • Followers growth: this shows you if your social channel is growing and if you’re gathering new potential leads
  • Content monitoring reports: number of posts, type of content, top posts, user-generated content
  • Engagement reports: are your followers liking, commenting, or sharing your posts?
  • Conversion stats: do your followers click on your links?
  • Reach and impressions: how far do your messages go?
  • Audience stats and demographics reports: this shows where your public comes from, what language they speak, what time-zones they live in, etc.

Plus, any client appreciates a very organized social media report that contains the right information. Well done marketers!

  • See how your clients rank against top competitors on social media

To maximize the performance of your social media, when doing social media reporting, you need to keep an open eye on your competitors’ actions.

Benchmarking allows you to measure your performance and compare it with your competitors or the overall industry performance.

Running a benchmark across your industries, you’ll get:

  • a better & improved content strategy
  • your competitors’ actions on social media
  • the latest industry trends
  • better budgeting planning
  • Use data to tell a story

Gather all of your stats and piece the information into a cohesive story about your social media performance.

While the idea might not be a revelation in the business’s strategic management process, ensure that you will be able to paint clear pictures of what is working and what is not on your marketing strategies.

Take our latest study on Instagram stories for example.

We looked at multiple metrics such as retention, exit rates across multiple stories, tap forward rates, reach, types of stories, to understand how many stories should you post, when people lose interest in your stories, or if your audience prefers image or video stories.

We learned that brands post on average 15-16 stories per month, and bigger brands even more.

Data strongly suggest that posting up to five stories per day ensures a retention rate of over 70%.

In case you’re wondering, Instagram is the king of social media engagement. This is the story that engagement metrics tell us.

  • Build an actionable plan to act on your report insights

As a social media manager, reporting social media data means coming up with actionable insights for your clients that are based on studying both your data, as well as competitive analysis results.

Before sending your monthly social media reports make sure you write down actionable insights for your industry.

One you’ve piece together all the data and reveal the story behind it, you need to draw clear conclusions and steps that will improve your clients’ content performance.

Depending on how picky your clients are about the information you include in your social media reports, you can prepare them manually or automatically.

There are advantages and disadvantages to both, but it’s ultimately up to you to prioritize what matters most to you when creating reports.

  • Manual social media reporting

The main advantage of a manual social media report is that you have the option to personalize and brand it as much as you’d like.

However, the big downfall is that it’s extremely time-consuming to go through each platform one by one and piece so much data together.

Facebook Analytics

In the “Insights” section from your left bar, you’ll have access to all of your performance metrics for your page, posts, followers, ads, stories.

And you can download that data as an Excel or CVS report.

Instagram Analytics

Going to the “Insights” button of your profile page will give you a glimpse into your reach, interactions, followers, posts or Stories.

📌 Read about all the Instagram metrics you need to follow

Twitter Analytics

In the Analytics section, Twitter will offer information on engagement, impressions, your top posts, your top mentions, as well as the top people who mention your brand.

However, you cannot download the data, and you’ll have to copy-paste it into your own social media campaign report directly from the app.

LinkedIn Analytics

Moving your business to LinkedIn offers amazing opportunity, especially if your company offers business to business services or products.

You can tie your business page to your personal account and watch how many unique visitors, new followers or post impression you receive.

You’ll also be able to feature products and get information on your posts, as well as how your followers respond to your content.

YouTube Analytics

YouTube Studio will offer all the information on your views, watch time, impressions CTRs, subscribers or top posts.

When accessing Channel Analytics, you’ll get in-depth information on Reach, Engagement and Audience.

Just like with Instagram, Twitter, and LinkedIn, you cannot download the data directly from the app and will need to manually fill in the information you need in your social media campaign report.

  • Automated social media reporting

The main advantage of automatically downloading your social media reports from a social media analytics tool is time.

Firstly, there’s the time you gain by not filing in information manually.

Secondly there’s the time it would take to put all the data together, instead of accessing everything in one dashboard.

Another advantage is that you can download complete reports or reports regarding a single section.

Let’s say you wanted to know how your brand is doing across all social networks. You can start using Socialinsider and the Brands report feature.

All you need to do is utilize the “Brands” feature and have a quick understanding of how performance is doing.

Download this report directly and add it to your presentation.

Need more data? Go to your profile and download all platform stats in one click.

Most third party tools also offer the option to download your reports in different formats: Excel, PDF, PowerPoint.

Another way is to import your data to Google Data Studio and combine data from multiple sources.

To get a general idea, here are the main advantages of social media analytics tools:

  • More data, organized according to your needs.
  • An overview of social media performance across platforms.
  • Direct, presentation-ready downloadable reports.
  • A clear overview of your top content across platforms.
  • Data on hashtags and Stories.

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What is a Social Media Report?

A social media report offers a means of extracting value from data based on various social networks (Facebook, Twitter, LinkedIn, YouTube, etc.) and metrics (follows, likes, reach, growth, awareness, post-performance, engagements, etc.) over various time frames.

Social media marketing reporting is based on a curated collection of data and statistics that are customized based on your business’s social marketing activities and goals.

By using social media management reporting software to track, measure, and refine your socially-driven efforts, you will make better, swifter, and more informed decisions while maximizing your ROI with every initiative or interaction you make.

Why Is Social Media Reporting Important?

Social platform marketing covers a wide range of platforms, plans, campaigns, and strategic initiatives. Being able to make intelligent decisions that will streamline your efforts will pay dividends.

That said, social media reporting will open your eyes to a wealth of information that will help you generate leads, cultivate long-lasting customer relationships, and create material that is shareworthy and will boost your levels of brand awareness.

In the digital age, shooting in the dark and hoping for the best just won’t do. You have to use data to your advantage, and use it well by choosing the right digital marketing KPIs that will help in your overall social strategy. Whether a  social media report for Facebook or a social media analysis report for any other channel, here are the primary reasons you should use digital dashboards for your social media reporting:

  • Smarter content creation: Content creation is the base for any social media strategy. But publishing material just by intuition is not the smartest way to approach your strategy. With the help of social media reporting, you can identify relevant information such as your top-performing posts, if your target likes videos or images, posts or stories, and several other insights. This will help you create and promote more valuable and engaging material on each social channel based on real information.
  • Results-driven scheduling: A monthly social media report can offer invaluable insights into the best times of the day, week, or month to interact or share content with your audience, as well as which topics are likely to resonate with prospects. By understanding this information, you’ll be able to schedule posts and deliver campaigns strategically, and in turn, enjoy maximum results from all of your social marketing efforts. This should be done by selecting accurate social media KPIs which we will explain later in more detail.
  • Tailored targeting: Social media reporting gives you a level of insight that will allow you to drill down deep into platform-specific data and ultimately plan strategic efforts and activities tailored to each platform rather than adopting a one-size-fits-all approach to your promotional efforts. With the help of an online data analysis tool, this targeting can be built up significantly.
  • Customized tracking and performance measurement: Tracking your efforts and target-setting is the key to ongoing growth and success, and these kinds of reports provide a host of insights that will help you tackle specific roadblocks, overcome challenges, and discover fresh information that will help you drive the organization forward.
  • Identifying trends and new opportunities: Social media is all about conversations and customers expect brands to be a part of them. With the help of social media reporting, you have the possibility to conduct research that you might not find in other channels, like what topics your customers are talking about, and connect with other international markets while keeping expenditures on a minimum level. Discovering new consumer behavior and detecting new areas of potential selling points, can, and will, increase the reach of a brand.
  • Delivering added value to audiences: Another undeniable benefit of tracking your social platforms’ activities is the fact that you will stand a greater chance of leveraging trending hashtags, viral movements, and trends, finding unique ways to inspire, entertain and deliver value to your audience.
  • Prove the value of your strategy: Rather if you are working for a client or your own brand there is no better way to understand if your social media strategy is successful than with a social media report. By making sense of your social metrics you can prove if your posts were successful if your budget was spent effectively, and most importantly if the investment in your strategy was worth it.
  • Identify seasonality effects: Our last benefit speaks about seasonality which in marketing is defined by fluctuations occurring during specific seasons or days of the year. For example, Easter, Christmas, Black Friday, and Cyber Monday, among others. These events are commercially critical for businesses as they represent opportunities to increase sales and gain new customers. In order to achieve their seasonality goals, brands need to perform detailed analyses and plan quality campaigns with content that aligns with their target audience. For this purpose, social media reports are an invaluable tool. You can use data from previous years to understand what types of holidays your customers interact with the most, which types of strategies worked and which ones didn’t and prepare yourself accordingly.  

“You can never go wrong by investing in communities and the human beings within them.” – Pam Moore

As we just established, tracking and measuring your activity is pivotal to success, and reports are a great tool. If you track your social activity on a consistent basis, you will not only grow your audience but also foster customer loyalty, turning one-time buyers into long-term brand advocates.

Moreover, these kinds of reports, when customized to your specific needs and goals, will help you become more approachable to potential customers as it will allow you to establish the perfect brand voice for each platform while helping you to improve your response rates and levels of social-based customer service.

Seventy-one percent of consumers who have reported a positive social experience with a brand are likely to recommend it to others. Track and measure your efforts, and you will satisfy your customers, reaping the rewards of growth, loyalty, and prosperity in the process. Need we say more?

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Optimize your ROI with our preset social media KPIs

Our social media template includes the most widely used social media key performance indicators that will highlight your digital marketing efforts. Facebook, Twitter, LinkedIn, Instagram, Facebook Ads, LinkedIn Ads… we’ve got you covered!

  • Likes & Followers

    Make sure that your social media profiles with this type of historic widget. With it, you can track these KPIs:

    • Page likes
    • New likes
    • Number of followers or subscribers
    • Follower growth (new followers)
    • And more!

  • Impression & reach

    The most important part of social media is all about visibility, so make sure that your social media content is reaching as many people as you want to by tracking these social media presence KPIs on your preferred timeframe; whether you need daily, monthly or quarterly reports.

    • Impressions
    • Reach
    • Frequency
    • And more!

  • Engagement rate

    The true mark of great social content is how engaged your audience is with it. Use a historic widget to track your engagement rate, as well as the following KPIs:

    • Like
    • Retweets
    • Social share
    • Comment
    • Clicks
    • Video views
    • Conversion rate
    • And more!

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Download our free, white-labeled digital marketing report templates for Google Data Studio, Google Sheets, and more.

Get our team to make your reports.

Free Instagram white-label report generator

With two simple steps generate automatically a full report of your Instagram profile. Read and understand the performance of your content and how your audience is growing. Track your stories and conversion metrics in a Google Data Studio dashboard.

Get template »

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Từ khóa người dùng tìm kiếm liên quan đến chủ đề social media reporting template

How to Build a Social Media Report, How I Create Social Media Reports, What to Put in a Client Report, How to Become a Social Media Manager, Social Media Manager, Latasha James, Social Media Report for Clients, social media marketing, social media marketing strategy, digital marketing agency, social media analytics, social media marketing 2020, social media marketing manager


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