Getting Started With CoSchedule For Agencies & Freelancers
Build Professional, Easy-To-Understand Social Media Reports For Clients
Chapter 6: Build Professional, Easy-To-Understand Social Media Reports For Clients
In This Lesson:
This report works well for running reports for a client’s specific social media campaign. This could include a campaign for a product launch, webinar, event, PR announcements, and more.
This report is great for sharing high-level findings for each platform including when your client’s current audience is most active & what types of content they engage with most.
Scheduling a report allows you to send a PDF of the report via email to your client. This can be sent weekly, monthly, or quarterly.
You can access your Saved Social Analytics Reports by going to “Analytics Dashboard”, then choosing the report you want to view.
Now these reports are readily available whenever you (or your client) want to check-in on progress & performance.
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- Create Social Media Reports Using Social Analytics Reports
- Bonus Tip: Export PDF of Reports For Your Clients
- Save Custom Social Reports for Each Client
Introduction To Social Analytics Reports
Without a reporting tool, creating social media reports for clients can be very manual & time-consuming. With the Social Analytics Reports in CoSchedule Marketing Calendar & Marketing Suite, you can create reports for social campaigns & specific social profiles that are easy for your client to understand. What is this guide? This guide shows you how to take advantage of Social Analytics Reports to save you time creating social media reports for your clients. Who is this guide for? Marketing Agencies & Freelancers who want to create & share custom social media reports for their clients.Create Social Media Reports Using Social Analytics
CoSchedule Marketing Calendar & Marketing Suite feature a series of social media reports you can create & share with your clients. First, you’ll want to choose the report that is the right fit for your social media clients. There are various reports available for you to use including:- Social Engagement Report
- Social Campaign Report
- Social Profile Report
Social Engagement Report
This report is specifically designed to allow users to get a high-level overview of your entire social strategy. You can use Social Engagement Reports to:- Identify top-performing messages
- Download and share reports with stakeholders
- Visualize trends across your social channels
- Compare how different channels are performing
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Social Campaign Report
This report can be used for measuring the success of specific campaigns and initiatives. You can filter by project or social campaign so you can report for your client’s specific social campaign.![](https://media.coschedule.com/uploads/2023/01/Screen-Shot-2023-01-04-at-10.00.22-AM.png?w=3840&q=75)
Social Profile Report
Social Profile Reports help you analyze each of your client’s social profiles for key information to improve their strategy. This includes the best times & days to post, as well as which message types (link, video, text, etc.) perform best on those specific profiles. You can create a report per profile by choosing your client’s social profile when you generate the reports. This will also help you maximize views and traffic when you post!![](https://media.coschedule.com/uploads/2023/01/Screen-Shot-2023-01-04-at-10.13.13-AM.png?w=3840&q=75)
Bonus Tip: Export PDF of Reports For Your Clients
Creating & sharing these reports with your clients is simple. You can export any of these reports as a PDF for easy sharing. To export a report, open the report you want to export and click “Share” in the top right-hand corner. You can then choose to export it as a PDF, CSV, or schedule a report.![](https://media.coschedule.com/uploads/2023/01/Screen-Shot-2023-01-04-at-10.14.10-AM.png?w=3840&q=75)
Save Custom Social Reports For Each Client
When you create a custom report, add it to a list of Saved Reports to re-run it each month, quarter, or any time you need it.![](https://media.coschedule.com/uploads/2023/01/Screen-Shot-2023-01-04-at-10.15.44-AM.png?w=3840&q=75)
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