Free Social Media Report Template

Skip the spreadsheets and manual setup.

Connect all your social media channels, track performance, and get actionable insights in seconds with this social media report template.

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Social Media Report Template - A social media report showing performance metrics for a band called Echo.

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Social media ROI report template

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How to Use Whatagraph’s Social Media Marketing Template

A great social media report template helps you move from scattered screenshots to a single, clear performance story.

Here’s what to include in your monthly report:

1. Cover Page

Social Media Report Template - A slide shows Start with a polished first impression.

Your cover should include your brand logo, a featured image, and the report title. Add the reporting period and duration so clients instantly see what timeframe the data covers.

If you manage multiple platforms, include small channel icons (like Facebook, Instagram, or YouTube) for quick visual context.

2. Overview

Social Media Report Template - A social media report with follower counts and summaries. This is the big-picture snapshot. Summarize performance across all your active channels, highlighting key KPIs such as followers, engagement, reach, and impressions.

Add a short written summary that explains what happened this month: the wins, dips, and notable shifts.

With Whatagraph IQ, you don’t have to write summaries manually.

IQ analyzes your actual social media data on your report, identifies trends, and automatically writes summaries in 18 languages.

You can also choose from content type: Summary, Wins, Issues, Recommendations, or write a custom prompt. You can still edit the text IQ has written to maintain that human touch.

Since the data never leaves Whatagraph, there’s zero risk of data breaches or hallucinated insights like with external AI tools.

3. Channel Breakdown: Instagram

Social Media Report - Instagram performance report showing audience demographics and reach statistics.

Drill down into how each social media platform performed, starting with Instagram social media report template.

Begin with a quick summary: audience growth, engagement trends, and top-performing content.

Then show:

Key metrics: followers, reach, engagement rate, new followers, and impressions — in single-value widgets.
Audience insights: demographics by age and gender, displayed in clear visual charts.
Post performance: a pivot-style table breaking down every post’s impressions, reach, likes, and interactions.
Trends over time: include graphs for Reach vs. Followers and Stories/Reels performance.

Social Media Report Template - Instagram Post Performance - Instagram analytics dashboard featuring charts and data tables.

Wrap up the section with recommendations: what worked, what didn’t, and how to optimize for next month.

4. Channel Breakdown: Facebook

Social Media Report Template - Facebook Performance - A dashboard featuring Facebook metrics and graphs.

Next, spotlight your Facebook results in the Facebook social media report template section. Start with a summary that captures the highlights: audience growth, post engagement, and overall visibility.

Follow with:

Important metrics: followers, reach, impressions, post count, likes, comments, shares, and clicks.
Performance over time: line charts showing post engagement and content performance, reach, and followers trends.
Top performing posts table: the most engaging posts of the month, sorted by likes or reach.
Engagement breakdown: simple pie charts that visualize the share of likes, comments, and shares.
Top performing locations: tables listing the best-performing countries and cities to show where your audience is most active.

Social Media Report Template - A Facebook engagement dashboard.

Close this section with recommendations on how to replicate top-performing content or re-engage less active regions.

5. Channel Breakdown: YouTube

Social Media Report Template - Youtube Performance - YouTube performance report with summary and metrics, including views, likes, comments, and subscribers.

Finally, include a full YouTube performance overview. Begin with a summary of key stats: total subscribers, watch time, and engagement.

Add the YouTube Overview Report, which shows at a glance:

Views, watch time, likes, dislikes, comments, subscribers gained, and lost.

Social Media Report Template - Youtube Metrics - YouTube channel analytics dashboard with charts and key metrics.

Then expand with:

Trend charts for Cumulative Subscriber Growth, Video Views vs. Average View Duration, and Likes vs. Dislikes.
Video Performance Table — breaking down each video’s metrics (views, likes, dislikes, subs gained/lost).

Social Media Report Template - Video Performance - A table of video performance metrics.

Wrap up with recommendations on how to improve engagement, retention, and growth for the next period.

The best way to understand which metrics to add to a social media metrics report template is to ask your clients (or your C-Suite) what they want to see.

In general, here’s a breakdown of the most essential metrics to track for your social media campaigns:

1. Engagement metrics

These show how your audience interacts with your content—and how well your messaging resonates.

Likes/Reactions – A simple but strong indicator of how much your content is appreciated.
Comments – Show how engaged your audience is and what they care enough to respond to.
Shares – Measure how valuable or relatable your content is to the point users want to pass it on.
Saves (Instagram/TikTok) – A sign that your content has long-term value for the viewer.
Engagement Rate – Combines all engagements relative to reach or followers, giving you a true sense of content effectiveness.

2. Performance metrics

These help you measure reach, visibility, and how often your content is seen.

Impressions – Total times your content was displayed—great for visibility tracking.
Reach – The number of unique users who saw your content—key for brand awareness.
Video Views / Completion Rate – For video-heavy channels, these show viewer interest and content stickiness.
Post Frequency – Helps assess how consistent your posting is and its impact on engagement and growth.

3. Audience growth metrics

These track how your community is evolving across different platforms.

New Followers – A core indicator of how well your content and campaigns attract new audiences.
Follower Growth Rate – Measures momentum over time, not just raw numbers.
Total Followers – Gives context to your reach and engagement performance

If you're running social ads, these show whether your spend is turning into real results.

Ad Spend – The total amount spent on paid campaigns—essential for budget tracking.
CTR (Click-Through Rate) – Indicates how compelling your ad content is.
CPC (Cost Per Click) – Measures how efficiently your ads drive traffic.
Conversion Rate – Tells you how effective your ads are at driving actions.
ROAS (Return on Ad Spend) – A key metric for proving ad profitability.
Cost per Result (e.g. Lead, Purchase) – Lets you optimize for the most efficient outcomes.

5. Conversion & traffic metrics

These connect social media efforts to business goals and on-site behavior.

Clicks – How many users clicked on your content—great for driving traffic analysis.
Landing Page Views – Measures actual interest beyond just a click.
Conversions (Leads, Purchases, etc.) – Shows how well your social media drives real business outcomes.
Assisted Conversions – Highlights the role of social in multi-touch journeys.
Scroll Depth – Indicates how engaging your landing page content is post-click.

6. Audience insight metrics

These help you understand who you're reaching—and how to tailor your strategy.

Top Performing Audience Demographics – Helps tailor content to the age/gender groups that engage most.
Top Geo-Locations – Reveals which regions respond best to your marketing campaigns.
Device Type – Helps optimize visuals and user experience based on where your audience is browsing.

Connect All Your Social Media Accounts in One Place

Bring all your social media data into one place with no-code, stable connectors that you don't need to babysit.

Why Marketers Love Reporting on Whatagraph

Whatagraph's AI is saving so much time and energy for our marketing specialists. We now have more time to focus on strategic things that help both our agency and our clients grow.

Lars Maat

Co-Founder @ Maatwerk Online

Whatagraph took us to the next level with our clients and within our team. Our relationships with clients have been amazing, and we’ve even been able to retain them longer.

Kim Strickland

Digital Marketing Specialist @ Peak Seven

Whatagraph is easy to use, visually attractive, and much smoother compared to tools like Looker Studio.

Stef Oosterik

Quality Manager @ Dtch. Digitals

Whatagraph has become an essential partner for scaling our reporting, and my teams love it because it saves so much time. We’d recommend it to any team looking to automate data reporting and use AI for insights.

Danielle Roberts

Director of Implementation & Support @ Rentable

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Frequently Asked Questions

Have more questions? We answered them here.

What is a social media report template?

A social media report template is a pre-built layout that helps you track, organize, and present key performance data from your social channels—without starting from scratch every time.

Instead of pulling numbers manually from Instagram Insights, Facebook Ads Manager, LinkedIn Analytics, and TikTok dashboards, a social media analytics report template brings it all into one clean, visual format.

It gives you a consistent way to show what’s working, where to improve, and how your social marketing strategy is driving results.

Whether you’re building a social media monthly report template for ongoing client check-ins or a quarterly breakdown for stakeholders, the right template should help you:

✅ Highlight key key performance indicators like reach, engagement, conversions, and ROI

✅ Break down performance by channel, campaign, or content type

✅ Provide context with written insights, visuals, and trend comparisons

✅ Tailor the layout to match each client’s goals or brand

✅ Share updates quickly through live links, PDFs, or scheduled email delivery

If you’re reporting on social media performance regularly (and let’s be honest—you probably are), a social media analytics report template saves hours each week.

It standardizes your process, keeps reports client-friendly, and helps you move past vanity metrics to show real impact.

What are the best social media reporting tools?

If you’re looking for the best social media reporting tools in 2025, here are the top 3 platforms that stand out for their features, ease of use, and ability to turn raw data into actionable insights:

1. Whatagraph – Best all-in-one social media reporting and analytics platform

Whatagraph is the go-to solution for agencies and in-house marketers who need to automate, scale, and streamline social media reporting.

Unlike other tools, it offers fully customizable templates, real-time data monitoring, and social media insights report templates—all in one place.

What makes Whatagraph stand out:

50+ native integrations with social, PPC, SEO, and web analytics platforms
Automated data pulling, visualizations, and cross-channel blending
Pre-built social media management report templates for organic, paid, or combined campaigns
AI-generated performance summaries and chatbot Q&A
Real-time internal dashboards to monitor KPIs before reports go out
White-labeling, custom branding, and bulk-editing across clients

Whether you're building a social media monthly report or tracking KPIs in real time, Whatagraph helps you save hours and deliver insights that drive action.

2. Metrics Watch – Best for automated email-based social reports

Metrics Watch is a strong option if you need to send digestible social media updates directly to clients’ inboxes. It offers drag-and-drop report building, white-label customization, and simple integrations.

Unlike live dashboards, Metrics Watch focuses on clean email delivery—placing your KPIs inside the email body so clients can view them without clicking through to another tool.

3. Keyhole – Best for social listening and influencer analytics

Keyhole combines social media performance tracking with listening, hashtag analytics, and influencer discovery. It’s a solid pick for brands and marketers who want to understand not just what happened, but why—especially in the context of audience sentiment and competitive analysis.

It also includes campaign tracking and custom dashboards, but lacks the full cross-channel or paid performance reporting depth of Whatagraph.

For a complete breakdown of more tools (12 in total!) and how they compare, check out our guide on best social media analytics tools.

How do you create an effective social media campaign report template for your business?

The easiest way to create an effective social media performance report template is to start with a structure that highlights what matters most — your KPIs, insights, and wins — and automate the rest.

With Whatagraph, you can build that in minutes:

Connect your social channels. Link Facebook, Instagram, YouTube, LinkedIn, or any of 55+ integrations. Your data flows in automatically — no spreadsheets or exports.

Choose a ready-made template. Start with a pre-built social media report template that already includes the essential sections: overview, platform breakdowns, engagement trends, and top-performing posts.

Customize your layout. Drag and drop widgets, switch chart types, or add your own branding. You can even duplicate and tweak templates for different clients or campaigns.

Add instant insights. Use Whatagraph IQ to generate written summaries, wins, and recommendations based on your report data — in seconds, and in 18 languages.

Automate and share. Schedule reports to send automatically to your clients or team via link, email, or PDF.

The result? A clean, automated, and insight-driven report that shows performance clearly — without the manual work.

How often should you create a social media report?

The frequency of your social media reporting should align with your target audience, goals, and how often your data changes.

There’s no one-size-fits-all answer, but here’s a breakdown based on common use cases:

Weekly social media report templates are ideal for internal use—especially if you're running fast-moving paid campaigns or high-volume organic content. These reports help social media managers catch trends early, optimize ads on the fly, and adjust content strategy mid-week.

They’re usually short, focused, and often visualized in a social media insights report template for daily or weekly tracking.

Monthly social media report templates are the industry standard for most in-house teams and agencies. A well-built report helps you spot medium-term trends, compare channel performance, and deliver clear insights to clients or execs.

These reports typically include KPIs, top-performing content, ad spend breakdowns, and a written summary of wins and next steps.

Quarterly social media report templates are best suited for strategic reviews, leadership teams, or campaigns with longer lifecycles.

A social media quarterly report template gives stakeholders a broader view of growth, budget performance, and long-term content trends. It's where you zoom out and connect performance to business goals.

Pro tip:

Use Whatagraph to schedule and automate all three—so you can deliver weekly performance snapshots internally, monthly client reports, and quarterly strategic overviews, all from one connected system.

What’s the difference between a social media report and a dashboard?

While they’re both built on the same performance data, reports and dashboards serve very different purposes.

For example, a free social media report template would be a snapshot of performance over a specific time frame—like a week, month, or quarter. It’s static by design and often includes not just raw numbers, but narrative context, visualizations, and recommendations.

Reports are typically shared with clients or stakeholders, making them more polished and presentation-ready.

A dashboard, on the other hand, is designed for live performance monitoring. It’s dynamic, always up to date, and built more for internal teams.

Social media managers use dashboards to track KPIs in real time, identify underperforming posts or campaigns, and make fast optimization decisions. They’re great for staying ahead of issues—but they don’t replace the structured narrative that a report provides.

With Whatagraph, you can build both.

Use dashboards for day-to-day performance management, then turn the same data into a shareable social media client report template in just a few clicks.