How to Create a Monthly Social Media Report in 2023 (+ Free Template!)

Social media reports are integral to monitoring your brand’s growth and informing your content strategy. 

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

Unlike the detailed spreadsheet or tracker you use, social media reports need a high-level overview of what worked and what didn’t, along with whether you’re hitting your goals. 

In other words, your social media report should be detailed enough to get you kudos, yet streamlined enough to keep it engaging. 

Enter: Later’s Monthly Social Media Report Template.

With it, you can include your most important metrics, key learnings, and wins. It's perfect for presentations, client updates, or cross-team sharing. 

Plus, the template comes with an example report, so you have a guide for filling it out.

PSA: If you’re a social media manager, creator, entrepreneur, or anyone reporting on your brand’s performance, this template is for you. Download it now — for free!

What to Include in a Social Media Report

A social media report shows how your brand’s social media content is performing across multiple social channels like Instagram, YouTube, TikTok, and more. 

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

Depending on your goals, what you include in your social media report will vary. 

However, most will have the following metrics: 

• Posts: Best-performing posts of the month 

• Key learnings: Wins, challenges, and opportunities 

• Numbers: Follower growth, posts published, reach, engagement, link clicks, video views, sessions, spend, and month-over-month percentage increase or decrease

The bulk of your time should be spent on your key learnings and opportunities:

• What do the numbers reveal about your strategy?

• What do they reveal about your audience? 

• Is it a certain time of the year? For example, summers may be generally slow for you.

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

How to Access Analytics to Create a Social Media Report

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

Most social media platforms have built-in analytics tools that you can use to discover your weekly numbers: 

However, with a third-party tool like Later, you’ll have a more streamlined way to monitor your performance across social platforms — plus, get 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. 

Use this data when building your monthly social media report, and spotlight the most relevant metrics for your boss, team, or clients. 

Ready to grow your brand with Later’s Analytics features? Access in-depth details about the performance of your social media posts — sign up today: 

Best Practices for Building Your Social Media Report

When building your social media report, keep these two best practices in mind: 

1. Identify Your Social Media Goals

2. Focus on the Insights That Matter

Best Practice #1: Identify Your Social Media Goals

Your social media goals will set the stage for what’s included in your monthly report. 

If you’re a new brand looking to build awareness, your follower growth, reach, and engagement will be the most 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. 

Once you know your goals, you can set clear benchmarks to measure your performance against.

While every brand’s goals will be different, it’s important to identify your own to help you make sense of your analytics.

This way, if you’re over or underperforming, you can adjust your strategy as needed. 

Best Practice #2: 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. 

ICYMI: Later’s social media scheduling tools are trusted by over 4M brands, marketers, and creators. Sign up today and schedule your posts in advance — for free:  

How to Create a Monthly Social Media Report

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: 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. 

This will help you frame and fill out the rest of the report, including whether you’re on track to hit your monthly, quarterly, or yearly goals. 

Step #2: 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 #3: 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%.

P. S. Are you looking to level-up your performance tracking? Sign up to Later and explore your Analytics dashboard today!

Step #4: 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. 

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.

Give your monthly reports a revamp with our free Social Media Report Template. It includes an example report and sticker pack too! Download now: