How to Create & Optimize Social Media Reports that Prove Your Campaigns’ Value in 2025

Social media reports are a key part of monitoring your brand’s growth on social and creating the next steps to execute your strategy and reach your goals. 

But it can be difficult to know what to include when sharing the month’s results with your boss, clients, or other teams.

Your social media reports need a high-level overview of what worked and what didn’t, along with whether you’re hitting your goals. 

Sounds simple, right? It can be - with the right tools (or the right template).

Tip: Use Later’s Social Media Report Template to get you started fast.

If you’re a social media manager, freelancer, entrepreneur, or anyone managing a brand online, this template is for you. Download it now — for free!

Before you get started, here’s a quick overview of what a report is, what to include, and the best tools out there for your social media reporting.

What Is a Social Media Report?

A social media report is an overview of your key social media performance metrics, how you’re tracking in comparison to your goals, and key actions taken, as well as the next steps.

These reports should be clear, precise, and include relevant insights about everything you’ve posted — whether it's monthly, quarterly, or yearly.

Done right, your social media report will answer the following questions:

• What do the numbers reveal about your content strategy?

• What do they reveal about your audience? 

• Have you run any experiments or major campaigns? How did they affect your performance?

• Are you being affected by seasonality?

• What key takeaways can you implement for the following weeks or months?

Truly understanding how (and why) your content performs the way it does is key to building a successful social media strategy for your business.

P.S. Later's social media management tools are trusted by 7M+ marketers, creators, and brands to plan, schedule, and analyze their content. Start your free trial today.

What to Include in Your Social Media Report

Here are the key components to include in your social media report.

Summary

Provide a one to two-sentence overview of how you performed this month, including what went well and what didn’t. This makes it easy for busy execs and clients to get a quick insight into how your social campaigns are going.

Key Metrics

Next, you’ll want to provide your key metrics and provide data that compares how they’re performing compared to your goals and KPIs.

You’ll also want to provide period-over-period context to make growth and improvements easy to interpret and understand.

Remember that those reading your report might not be familiar with social media terminology, so provide clear explanations when you need to to keep the report easy to read.

Common metrics provided include:

• Impressions and reach

• Likes and reactions

• Engagement rate

• Comments, reposts, and shares

• Click through rate and link in bio clicks

• Profile visits and new followers

Get the tea on social KPIs from our Ultimate Guide to Social Media Analytics to figure out which work best for your team.

Highest-Performing Posts

Provide examples of posts that performed well – and why.

Community Insights

What are your customers asking and talking about in your comments and DMs? These insights from your community can make a real impact.

Campaigns

If you’re supporting a new product launch or go-to-market campaign on social, you’ll want to give context as to how those campaigns performed.

Key Strategy Updates

How did your strategy change compared to the previous period? Did you try anything new? Did it work?

What to Expect in the Next Report

Outline your key actions for the next month, why you’re doing them, and what results you expect to see.

2025's Best Social Media Reporting Tools

You don’t need to do it all alone. Here are some of the best social media reporting tools in the game:

1. Later Social

2. SparkToro

3. Zoho Social 

4. Keyhole

You can learn about the best tools on the market right now in this post.

However, there is one tool that we can truly say (even though we're a bit biased) is a game-changer.

Later Social makes accessing your social media metrics from 7 different platforms simple, making monthly analysis easy. Plus, you can use the platform to respond to comments, schedule content, and draft posts with your team. 

Make Later your social media superpower - sign up for a free trial today!

How to Maximize Later’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:

• Specific: Include specifics to help you track the success of your content.

• Measurable: The goal has to be measured in some way. This is where your key metrics come into play.

• Achievable: Is this goal in scope? Your goals should be challenging, but still within reach.

• Relevant: Is this goal working towards achieving your larger business objectives?

• 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 Later, 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:

• Instagram (Organic): Instagram, Instagram Stories, Instagram Reels

• All Other Platforms (Organic): Facebook, Pinterest, Twitter, TikTok, YouTube, LinkedIn

• 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:

• 526 - 436 = 126

• 126/436 = 0.288

• 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 Later 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: 

• Wins: What worked this month? Did something perform exceptionally well? 

• Challenges: What didn’t land this month? This is a great time to present tweaks to your strategy. What can you try next month?

• 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. 

How to Access Later's Social Media Analytics Reports

To create a great social media report, you first need to get a grasp on your analytics.

Most social media platforms (like Instagram) have built-in analytics tools you can use to discover your weekly numbers, which you can then manually track in a spreadsheet.

However, with a third-party tool like Later, you’ll have an easier way to glean these insights — plus, more in-depth data too.

Later’s Analytics dashboard is easy-to-interpret, and lets you navigate different tabs including Post Performance. 

This way, you can filter by different metrics including engagement, followers, reach, likes, and more: 

Plus, you can export your Instagram analytics directly to your desktop (in a CSV file) making it easy to keep all of your numbers in spreadsheet format. 

Then, when you're ready to create your social media report, use this data and spotlight the most relevant metrics for your boss, team, or clients. 

And there you have it, a step-by-step guide for creating your own monthly social media report. 

Whether you’re presenting to senior leadership, giving a client update, or sharing with another department, you want your reports to be easy-to-read and easy-to-follow.

10s across the board.

Access in-depth details about the performance of your social media posts with Later's Analytics feature. Create an account today.