Many companies are making social media analytics report templates downloadable for free. Social media encompasses numerous platforms (e.g., Facebook, Twitter, LinkedIn, Google +, etc.) to report on, which can lead to an overwhelming amount of information for companies to analyze. Therefore, many templates include specific analytics information for particular social media platforms.
The templates can assist with correctly presenting the information to clients and other interested parties.
Excel Spreadsheet
One of the more common ways to track your social media analytics is by using an Excel spreadsheet to track month-over-month growth.
This is a great way to create a more complete view of your growth trajectory, without having to flip through different pages or open multiple presentations. You can also use Excel formulas to quickly make comparisons in your data, calculate percentage rates, or display graphs.
To help keep all your data organized, you can now export your Instagram analytics as a CSV file with Later’s Instagram analytics! That gives you one less thing to worry about when it comes to monthly progress reports.
In Later’s analytics tab, you’ll find the “Export CSV” button next to your different analytics sections, like Overview, Post Performance, and Story Performance.
Select the date range that you’d like to download your analytics for, click the “Export CSV” button, and your file will download to your computer!
Note: Exporting Later Analytics as CSV files are only available on all Later Business Plans.
Social media report template
Once you download our free template, follow the instructions to customize it.
If you’d prefer to create your own social media report template, you have a couple of options.
Another great option is to use a social media reporting tool like Hootsuite Analytics to build custom reports. You’ll then have access to easy-to-read charts and graphics you can export directly to a spreadsheet, PDF or PowerPoint.
If you’re going to focus primarily on numbers, you can create a template in Excel or Google Docs. For reports with more analysis, use a spreadsheet to gather your data, then present it in a document or slide presentation.
PDF Social Media Report
While an Excel Spreadsheet works well for internal tracking, a PDF social media report is better suited for sharing with a team or clients.
For example, if you’re sending out an overview of your social efforts to members of your team, this is a great way to do it! Just attach it to an email or send it off in your company chat. PDFs are also easy to print, so you can bring it along to a meeting or file it away to reference later on.
To edit your PDF social media report, you can use Adobe Acrobat, Adobe Illustrator, or whatever PDF editor you’re most comfortable with.
Google Slides / Powerpoint Deck
Using Powerpoint or Google Slides for your social media monthly reporting is best for… you guessed it: presentations!
Whether it be an in-person or virtual meeting, a slideshow is a great way to present your social media analytics to a team or client. It can also give your social media report a much more professional look and make it easier for your audience to follow along.
Once you’ve determined what type of report (or reports) will serve your business best, it’s time to start filling in the blanks!
Facebook Insights
Head to your Facebook Page and click Insights in the left menu. You’ll see data for all your major metrics, presented in a visual way.
You can click through various reporting options in the left menu to see more detailed information about likes, reach, actions on your Page and more.
To export data for your social media report, click Export Data on the top right of the Insights page. You can choose which data to export and the format that works best for you (.xls or .csv).
Twitter Analytics
Open your Twitter profile and click on the three dots icon in the menu, then click Analytics.
You’ll find key data on the main analytics screen.
To find more detailed information, click through the options in the top menu of your Twitter Analytics screen. From there, click Export Data to export the information as a .csv file so you can add it to your social media report.
Instagram Insights
Open your Instagram profile on a mobile device and tap on the three bars menu icon on the top right of the screen. Click Insights.
On the first screen, you’ll see overview data like accounts reached, interactions, and total followers. Tap on any of the overview data points for more details.
There is no option to export Instagram analytics data from the app, so you’ll have to manually enter it in your social media report (or use a third party social media analytics tool like Hootsuite to report on your Instagram performance).
Keep in mind that Instagram Insights are only available for professional accounts.
LinkedIn Analytics
Open your company page and click Analytics in the top menu, then choose Visitors, Updates, or Followers.
You’ll get access to metrics like page views, impressions, engagement rate and new followers.
LinkedIn Analytics offers an interesting unique feature. If you scroll down on the Followers analytics page, you’ll see how you compare to similar companies under the Companies to track heading.
To export your data as an .xls file, click the blue Export button on the top right.
Monthly Social Media Analytics Overview
Our free social media report templates are broken down into three main sections, including: a monthly overview, platform breakdowns, and key learnings & takeaways.
First, you’ll want to start with a snapshot of your overall social media efforts. When building your social media report, it’s best to start with a wider view and then hone in on important KPIs and how they tie back to your strategy.
We’ve also included a section to copy and paste your notable social posts from the month. This is a great way to highlight your efforts and show off your best work!
Social Media Platform Breakdown
Next, you’ll want to dive into each social media platform. Each platform has slightly different metrics to measure your performance.
We’ve created separate sections for the most common social media platforms in our reporting templates, including:
- Instagram & Instagram Stories
- Facebook & Facebook Stories
- YouTube
We’ve also included four different reporting sections under each platform, including: Strategy, Metrics & MoM Growth, Growth & Wins, and Insights.
Strategy
This section should include a brief summary of what you did last month in order to reach your business goals. Typically, your team members or clients are already aware of your strategy for the coming months, so this section should simply act as a reminder.
Did you launch a new campaign? Amp up your influencer marketing efforts? Switch up your posting times?
As you make tweaks to your strategy each month, it’s important to take note of them! These notes can serve as “markers” in your metrics and can help you draw better conclusions about changes in your report over the following months.
Metrics & MoM Growth
Next, it’s time to add social media analytics to your monthly report!
In this section, you’ll want to include your monthly metrics as well as your month-over-month growth.
In most cases, your monthly metrics will just be a quick copy and paste from your platform analytics dashboard. Social media analytics have come a long way and make it easier than ever to grab all the data you need!
To calculate your monthly percent change, subtract the metric from the previous month from the current month. Then divide the result by the previous month’s metric and multiply by 100.
For example, let’s say you have 436 followers in June and grew to 562 followers in July. Your equation should look like:
436-562 = 126
126/436 = 0.29
0.29 x 100 = 29%
This means that from June to July your business saw a +29% change in follower growth.
The easiest way to calculate these changes is in your Excel spreadsheet before transferring the numbers to your social media report template. All you have to do is set up a quick formula and the program will do the math for you!
Growth & Wins
We all love to celebrate victories, and this is the time to do it!
In order to track your growth, you’ll want to look back at previous monthly reports. By comparing the current month’s performance to those in the past, you’ll be able to better identify new victories and milestones.
Maybe you discovered a certain type of content resonates well with your audience? Or an influencer in your industry gave you a shoutout?
Remember, small wins are still wins and can help you better guide your strategy over the coming months. Don’t be discouraged if none of your posts went viral. Rather, consider what your smaller “wins” are telling you.
Whether your wins are big or small, this section is all about showing the value of your efforts and learning from your failures and achievements.
Insights
Once you’ve dug into your social media analytics for each platform, it’s important you make sense of what these metrics actually mean. Think of this section as a “wrap-up,” condensing what you did, how it performed, and how it will guide your strategy in the upcoming months.
For example, let’s say you’re running an Instagram account for an online beauty store. While you’re digging into your Instagram Stories views, you notice a lot of ‘Exits’ around the first few slides.
Although your analytics can tell how many Exits you received, they don’t tell you why people are exiting your stories. So it’s up to you to pay attention to how different types of content perform against each other!
Is your audience most engaged when you’re sharing product photos? Or do they tend to prefer behind-the-scenes footage? Are they swiping away from photos but tapping forward on video content?.
Lastly, if you tried something new this month and it flopped, consider it an “insight.” Sometimes social media losses are the best guide when making updates to your content strategy!
Conclusion
The Social Media Analytics Report template is used to report social media analytics to business executives. It helps you to measure the effectiveness of online communications so that you can refine your marketing activities. The template enables you to show social media trends, statistics, and customer service issues over time.