Step-by-Step Guide for Creating a Social Media Report

How to Create a Social Media Report for Digital Marketing Agencies?

Social Media Analytics
Arushi Monga February 7, 2024

Running a marketing agency seems exciting till you’re burdened with the task of creating a social media report. But hey — no matter how tedious report creation might seem at first, its importance in the grand scheme of digital success is undeniable.  

After all, you’ve put in a lot of effort to get great results for your clients, and social media reports can help summarize the whole journey for a performance review or your team’s self-evaluation.  

And if you’re new to the world of social media reporting, you’ve landed at the right place. In this blog, I will help you figure out what a social media analytics report should include and how you can create one with Vaizle (without spending hours on it).  

What is a social media report?  

A social media report is a document detailing the performance of your social media channels w.r.t. different key metrics over a period (weekly, quarterly, monthly, and so on). Ideally, a social media report should be clear, precise, and easy to understand for the reader.  

Depending on your goals, the social media metrics mentioned in the report will change. For example: if you want to analyze content’s impact, listed key performance indicators (KPIs) will be likes, shares, comments, or time spent on the content. Similarly, if you want to measure campaign ROI, a report will detail conversion rate, cost per click (CPC), and return on ad spend (ROAS). 

All the data points mentioned in a social media analytics report will help you identify data patterns, measure the success of campaigns, and spot any gaps in the ongoing social media strategy.  

For example: if your brand’s account is suddenly getting more attention from women aged 25-36, a report will help you spot that instantly!


Remember the report cards you’d get from your school? A social media report is something just like that!  

The only difference is that instead of your academic performance, it highlights your social media campaign’s effectiveness and other crucial insights! (and maybe a bit less daunting at times

Why is a social media report important for you?   

Why go to such extents to find social media reports when you can easily access the same data on your dashboard?  

If you’re also wondering the same thing, here are a few key benefits that will convince you to start social media reporting for your brand or agency:  

  • It lets you measure ROI and other key performance indicators for your campaign.  
  • You can identify top-performing content and social media strategies.  
  • If you’re working with a limited budget, a social media report will help you know where to allocate the resources for maximum efficiency.  
  • Lastly, you can organize data in a single document and present it neatly to your boss or clients.  

What should you add to a social media report?  

To summarize the blog so far, we can say that a social media report is a collection of data and statistics.  

But out of hundreds of available metrics, which ones should you cherry-pick for your report? The right answer to this question will depend on your client’s overall goals and preferences.  

Also, it is recommended to design the overall report by considering your target audience.  

Make sure you know who will be reading your report (or attending your presentation) and include information relevant to them. After all, a marketing team may want to see different data than a finance team or company executives.

Let’s have a look at some of the key points that we believe are essential for a successful social media report:  


Starting your report with a basic introduction can help put the data you’re presenting into context. Doing so will help remind your clients what you’re doing and how it can help you in the long run.  

Discuss their social media marketing objectives and KPIs, as well as the strategies you’re employing to attain them.  

A good social media report should be concise enough to keep clients interested while still containing all relevant facts. 

Competitive Analysis 

Without knowing the standard industry standards, you can’t know how many followers to aim for. Similarly, you can’t ensure that your clients are getting a good return on their paid ad expenditure without knowing the average ROI of a particular niche.   

In short — you won’t be able to properly understand the data unless you look at the bigger picture of what’s happening on social media. That’s where competitive analysis comes in.  

Competitive benchmarking is a method of putting your clients’ social media performance into context and assisting them in understanding how they perform to their competitors. 

Interested in reading more about competitive analysis? Check out: How to do Social Media Audit: Competitive Analysis 

Relevant Data  

Needless to say, your social media analytics report must include all data points that are currently relevant for your campaign (or might be in the future).  

You should include all the indicators that are most related to your KPIs, as well as anything notable or particularly impressive.  

For example: if one of your goals is to boost Facebook views and follower count, add all indicators related to it. 

But occasionally, you can also integrate other intriguing details — like an Instagram post going viral or a sudden spike in Twitter followers.  

Metrics Overview  

If you scroll back to the top, you’ll recall that an ideal social media report should be easily understandable for a reader.  

Broadly speaking, your clients are likely to be less data-savvy than you. As such, they may require additional help in deciphering some information.  

That’s where the metrics overview comes into the picture. It can help your clients come back to the report and know what’s listed in it without putting in a lot of effort.   

Channel-specific Information 

A social media report should always answer the question: Which channel are you generating the most revenue from?  

Breaking down data by channel allows you to observe how each channel affects your overall business growth.  

As such, you can compile metrics for each channel so that your clients may see how they’re performing in-depth. Based on this information, you may want to target a particular platform moving forward.  

It will also assist in determining which social platforms are the most and least effective for a particular niche. 


Let’s be honest — textual data is incredibly boring to read and comprehend. No one wants to go through a row of spreadsheet blocks to spot the ongoing data patterns.  

That’s why you need to make your social media reports more appealing and display complex data in an engaging manner. One way to do so is by adding graphs, charts, and images to the report.  

Also, the report should include your brand logo to maintain an overall professional image and transparency with the client.  

How to create a social media report?  

Your social media report can be as simple or intricate as you want. It can just be an Excel sheet with the latest data insights or a visually interactive report with all the data metrics and graphs. (PS – as a social media marketer, I highly recommend the latter one!

If you want to go with a simple analytics report, simply pick the metrics and enter them into any blank sheet and you’re good to go. But if you want to offer your clients a well-organized and visually appealing report, White Labeled Report by Vaizle is going to save you a lot of time.  

Let’s see how you can start social media reporting with Vaizle.  

Step 1: Log in to your Vaizle dashboard and head to the ‘Reports’ tab. Click on ‘Competitive SM Analysis’ and the tool will now redirect you to the Report Builder.

Vaizle - report builder report

Step 2: Click on ‘Build New Report’ to start creating a social media analytics report.  

Create a social media analytics report on vaizle

Step 3: Now, customize the report as per the available features.  

Here’s what you can do with the Vaizle report generator:  

  • Decide the report landscape: You get 3 options (self, brands, and groups) to choose the overall report landscape. Pick ‘Self’ if you want to make a report only for your client. ‘Brands’ will let you add competitors for a detailed comparison and ‘Groups’ will let you form clusters of multiple brands separately.   
  • Add a logo: Add your company logo to make a white-label report and foster brand recognition.  
  • Add a title: Give a general title and add your agency name to it.  
  • Set the timeframe: Are you creating a weekly, monthly, or yearly report? Vaizle lets you enter the start and end date at your convenience.  
  • Select module: Add the social channels you want to make the report for. With Vaizle, you get 4 options — Facebook, Instagram, and Cross channel.  
  • Add or remove intro text and metrics overview: The intro text is a one-liner statement that tells what your report is about. Metrics overview is a brief section that summarizes all the metrics listed in the report.  
Customize your white label social media report through vaizle marketing analytics suite

Step 4: Pick the metrics you want to add.  

Once the basic template of your social media report is ready, select the metrics you want to mention. Vaizle has listed all the available metrics for Facebook, and Instagram.

Choose metrics to have in your social media report

Step 5: Once the report is ready, click on the download icon at the bottom.  

What else can you do with Vaizle Social Media Report Generator?  

Don’t want to download the report on your device? No issues!  

Vaizle also lets you share the live link with your team or clients for easy collaboration.  

But that’s not all!  

You can also duplicate your existing report to create a new one without having to set the entire template again.  

Pretty cool, right? There’s a lot more to explore.  

Wrapping Up  

Social media reporting is necessary to evaluate the extent of your social reach and track KPIs. A report will help your team and clients know exactly what you’ve achieved so far and make data-driven decisions regarding what to focus on next.  

Hopefully, this guide will help you create insightful and data-driven social media reports to streamline your marketing efforts.  

And if you still haven’t found a reliable tool for analyzing your ad account’s data, check out free ad analytics tools by Vaizle: Facebook ads analysis and Google ad analysis.  

About the Author

Arushi Monga

Arushi Monga

Arushi is a proficient SEO and ASO specialist with a 5-year track record working for B2B and B2C organizations. Currently, she is heading SEO strategy for Vaizle and helping businesses improve their online presence. A mountain girl at heart, she likes to recharge her creative abilities by taking long walks and listening to podcasts.

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