BAT
Template · Social media report

A report template clients actually read.

Most monthly social reports are a screenshot dump nobody opens. This is a free, copy-ready structure that fits on two pages: six sections, what belongs in each, and an example KPI table you can fill in today.

A report is an argument, not an archive.

The fastest way to make a social media report worthless is to treat it as a place to store every number you can export. The person reading it, a client, a founder, a marketing lead, does not want a museum of metrics. They want to know three things: did the work pay off this month, what did we learn, and what are we doing next. Every section below earns its place by answering one of those questions, and anything that answers none of them gets cut.

The template is deliberately short. Six sections, in this order: summary, KPIs versus last month, top posts, audience growth, competitor benchmark, and the next-month plan. You can paste these headings into a doc, a slide deck, or an email and have a working report in an afternoon. The numbers and ranges used in the example are general illustrations to show the shape of a good report, not figures from any specific account or platform.

The six sections, in order.

Read top to bottom and the report tells a story: here is what happened, here is the proof, here is what we do about it.

1. Executive summary

Three to five sentences at the very top. The headline result, the one number that defines the month, and the single most important takeaway. Written last, read first. If someone reads only this, they should still know whether the month was good.

2. KPIs vs last month

A short table of the metrics you committed to, each shown against the prior period with the percentage change. Not every metric you can export, only the ones you would actually act on. This is the evidence behind the summary.

3. Top posts

The three to five posts that outperformed, with the metric that made each a winner and a one-line reason it worked. This is where the report stops being a scorecard and starts teaching you what to make more of.

4. Audience growth

Net follower change per platform and, more usefully, the quality signal: reach and engagement growth, not just headcount. A thousand followers who never see you matter less than a hundred who act.

5. Competitor benchmark

How you moved relative to the two or three rivals you track. Share of voice, posting cadence, and their standout content. The section that turns a flat month into context.

6. Next-month plan

Two or three concrete commitments that flow directly from everything above. Not goals, decisions. What you will make more of, what you will stop, and the one experiment you will run.

Section 1: the executive summary, written last.

Write this section after everything else is done, because you cannot summarize a story you have not finished telling. Keep it to three to five sentences and lead with the verdict, not the setup. A strong summary names the headline number, gives it context against the prior month, and ends with the one thing the reader should remember. For example: Engagement rate rose to 3.1 percent, up from 2.4 percent last month, driven mainly by short-form video on Instagram and LinkedIn. Follower growth slowed, but the followers we kept are more active, which is the trade we want. Next month we double down on video and test a weekly carousel series.

Resist the urge to hedge. A summary full of somewhat, fairly, and arguably reads as a person who does not trust their own numbers. State the result plainly and let the table underneath defend it.

Section 2: an example KPI table.

Copy this structure. Swap in your own metrics and periods. The change column is the part people read first, so make the math honest and the arrows obvious.

MetricThis monthLast monthChange
Reach (unique accounts)148,200131,500+12.7%
Engagement rate (by reach)3.1%2.4%+0.7 pts
Link click-through rate0.9%1.1%−0.2 pts
Conversions (tracked)7461+21.3%
Net new followers1,9402,610−25.7%
Share of voice (vs tracked rivals)28%26%+2 pts

Notice what this table does. It pairs a soft number with a hard one: follower growth fell, but engagement rate, conversions, and share of voice all rose, so the story is "smaller, better audience," not "declining month." It uses the same denominator for engagement every period so the change is real, not an artifact of switching formulas. And it never lists a metric the team would not act on. If a row dropped and no one would change course, that row does not belong in the report. For the formulas behind these metrics, see the social media KPIs guide.

Section 3: top posts, and why they worked.

List the three to five posts that beat their own baseline, not just the ones with the biggest raw numbers. For each, show the post (a thumbnail or a link), the metric that made it a winner (saves, shares, click rate, watch-through), and one sentence on why it worked. The goal is not to celebrate, it is to extract a pattern you can repeat. If your top three posts are all behind-the-scenes video and your bottom three are all polished product shots, you have just found next month's content direction without guessing.

Optional but powerful: add a single line on your worst performer and what it taught you. A report that only shows wins reads like marketing. A report that shows one honest miss reads like analysis, and earns the reader's trust for everything else on the page.

Section 4: audience growth, beyond the follower count.

Show net follower change per platform, because the trend differs by network and an aggregate number hides that. But do not stop at headcount. Follower count is the most quoted and least useful audience metric, because a follower who never sees your posts is worth almost nothing. Pair every follower number with a quality signal: how reach and engagement moved alongside it. A month where followers grew 3 percent but reach grew 12 percent means your existing audience got more active, which is usually the better outcome.

One honest framing to include: the difference between audience you gained and audience you activated. Plenty of accounts add followers every month while their reach quietly flattens. Naming that gap in the report, rather than hiding behind a rising follower line, is what separates a useful report from a flattering one.

Section 5: competitor benchmark, the missing context.

This is the section most reports skip, and the one that most often changes a reader's mind. Your own numbers in isolation cannot tell you whether a flat month is a problem or a category-wide slowdown. Pick two or three direct competitors and track three things: your share of voice (your slice of the total conversation in your space), their posting cadence versus yours, and one or two pieces of their content that clearly outperformed. You do not need their private analytics for any of this. Public engagement and posting frequency are visible to anyone willing to look.

The payoff is interpretation. "Our engagement was flat" is a worry. "Our engagement was flat while the two biggest players in our category both fell 15 percent, so our share of voice actually rose" is a win, and you can only say it if you did the benchmark. The competitor analysis guide covers how to choose rivals and gather this without guessing.

Section 6: the next-month plan, decisions, not wishes.

A report that ends with the data ends one step too early. The final section turns analysis into action with two or three concrete commitments that flow directly from what the rest of the report just showed. Not "grow engagement," which is a wish, but "ship two short-form videos a week because video drove this month's engagement lift," which is a decision. Each commitment should trace back to a specific finding above, so the reader can see the logic instead of taking it on faith.

Keep it to three items maximum. A plan with ten priorities has none. A good structure is: one thing to do more of (your winning format), one thing to stop or fix (the metric that slipped), and one experiment (a small, reversible test you will measure next month). Then next month's report opens by reporting against exactly these three, which is how a series of reports becomes a feedback loop instead of a stack of disconnected snapshots.

How to use this template.

  • Copy the six headings first. Paste summary, KPIs vs last month, top posts, audience growth, competitor benchmark, and next-month plan into a doc or deck before you touch a single number. The structure does most of the work.
  • Fill the KPI table second. Pull this month and last month for each metric you committed to, then compute the change. Freeze your engagement-rate denominator so the comparison is real, not a formula switch.
  • Write the summary last. Only once the table, top posts, and benchmark are done can you honestly say what the month meant. Lead the summary with the verdict, not the setup.
  • Keep it to two pages. If it runs longer, you are archiving, not arguing. Cut any metric you would not act on and any chart that does not change a decision.
  • Report against last month's plan. Open each new report by scoring the three commitments from the previous one. That single habit turns a monthly chore into a strategy that compounds.

The honest part: a template is not a strategy.

A clean template makes a report readable, but it does not make the underlying work good. The hardest part of reporting is not formatting, it is honesty: resisting the pull to lead with the number that looks best, pairing every flattering metric with its sober partner, and including the competitor context that might make your own month look worse. A beautiful report built on cherry-picked numbers is still a lie with good typography.

The second hardest part is consistency. The value of a report compounds only if the metrics, denominators, and periods stay fixed month over month. The moment you quietly switch from engagement-by-followers to engagement-by-reach because it looks better, every trend line you have ever drawn becomes fiction. Document your definitions once and defend them. A boring, consistent report beats a clever, shifting one every single time.

Finally, a report is a means, not an end. Nobody was ever promoted for producing a tidy PDF. The point is the decision at the bottom and whether next month's numbers move because of it. If your reports are immaculate but your strategy never changes, the report is theater. Treat the next-month plan as the most important section, and the rest of the document earns its keep.

Where BAT fits, briefly and honestly.

You can build every section of this template by hand in a spreadsheet and a slide, and plenty of sharp marketers do exactly that. BAT exists for when the monthly export-and-paste loop stops scaling across several brands or platforms: it keeps your posts and the competitors you track in one index, scores engagement and performance per platform, and turns the numbers into a strategy report so the KPI table, top posts, and competitor benchmark live in one view instead of six browser tabs. First-party analytics are strongest for LinkedIn, Instagram, and Facebook; X, TikTok, Threads, and Pinterest data is gathered via scrapers, and the product labels which is which rather than pretending it is all the same source. If you want the moving parts handled for you, start with the social media reporting tool and the social media analytics tool. Plans start at $100/mo per brand workspace with a 14-day free trial, and there is no free tier.

Keep going: related resources.

The template is the container. These cover the work that fills it.

Social media KPIs guide

The exact formulas behind every metric in the KPI table, plus an honest take on which numbers quietly mislead you.

Engagement rate calculator

Drop in your numbers and get engagement rate by reach, impressions, or followers, with the formula shown, for free.

Competitor analysis guide

How to choose rivals and build the share-of-voice benchmark that powers section five of this report.

Content calendar template

The planning side of the loop: a ready structure for deciding what to post before you ever report on it.

Frequently asked questions.

What should a monthly social media report include?

Six sections: an executive summary, a KPI table comparing this month to last, your top three to five posts with why they worked, audience growth paired with a quality signal like reach, a competitor benchmark with share of voice, and a next-month plan of two or three concrete decisions. Keep it to roughly two pages and cut any metric you would not act on.

How long should a social media report be?

About two pages, or the slide-deck equivalent. The goal is an argument a stakeholder reads in five minutes, not an archive of every exportable number. If it runs longer, you are storing data rather than making a case. Cut charts that do not change a decision and metrics no one would act on.

What KPIs go in a social media report?

Only the ones you have committed to act on: typically reach, engagement rate, click-through rate, conversions, net follower growth, and share of voice. Show each against the prior period with the percentage change. Freeze your engagement-rate denominator so the comparison stays honest month over month rather than shifting to whatever looks best.

How do I show change versus last month?

Use a four-column table: metric, this month, last month, and change. Express the change as a percentage for counts (reach, conversions) and as percentage points for rates (engagement rate, CTR), and make the direction obvious with a plus or minus. Pair soft metrics with hard ones so a falling follower count next to rising engagement reads as a better audience, not a decline.

Is this social media report template free?

Yes. The structure on this page is free to copy into any doc, deck, or email, and the related KPI guide and engagement-rate calculator are free to use as well. BAT itself, which can assemble these sections automatically across brands, is a paid product starting at $100 a month per brand workspace with a 14-day free trial; there is no free tier.

Should a report compare against competitors?

Yes, and most skip it, which is exactly why it adds the most. Your own numbers cannot tell you whether a flat month is a problem or a category-wide slowdown. Tracking share of voice and a couple of rivals' standout content turns ambiguous results into clear context: flat engagement while competitors fall is actually a win you could not otherwise claim.

Stop assembling, start reporting

Turn the numbers into a report.

BAT keeps your posts and tracked competitors in one index, scores engagement per platform, and drafts the report so you spend your time deciding what to do next instead of copying cells between tabs.

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