How to send a client a monthly social media report

Open Analytics in the client's workspace, set the month with From and To, and compare it with the previous month. Read three things: the totals with their change, the best content, and the split by network. Download the same view as a CSV file for the numbers, then write the report around them: what happened, what worked, what you will do next. An AI agent connected to SPREVA can draft it from the same numbers.

A good monthly report fits on one page and answers four questions:

• Did it work? Three or four numbers against last month: views, reach, interactions and followers.
• What worked best? The two or three posts that did, each with a line on why.
• What did we learn? One observation the client could not have made on their own.
• What happens next? What changes next month because of it.

Everything else belongs in an appendix. A report that lists every number of every post reads as proof of work, not as advice.

1. 1

   Open the client's workspace and go to Analytics.

2. 2

   Set the month with From and To, and set Compare with to vs previous month.

3. 3

   Overview gives views, reach, likes, comments, shares and clicks, each with its change, and Best content lists the posts that did best.

4. 4

   Growth shows each account's followers at the start and the end of the month; Engagement and Video add interactions, the engagement rate and watch time.

5. 5

   Press CSV to download the view you are looking at: one row for the total, then one for each network, each account and each post.

When the month had a launch, filter Analytics by its campaign, or open the campaign's menu and choose View its analytics: the same numbers, for that launch's posts only. It is often the page the client cares about most.

Each network reports its own numbers, and SPREVA reads them an hour after a post goes out, then after six hours, a day, three days, a week and a month. Analytics says when they were last collected. A dash means the network does not report that number; a zero means it reported zero. Say so in the report when a network is missing a number, before the client asks.

An AI agent connected to SPREVA reads the same numbers, so the first draft can be one request:

The agent compares the month with the one before, links the top posts and only draws comparisons when there are at least five posts on each side. Rewrite its draft in your own words before it reaches the client: the advice is the part they pay for.

Most agencies send the report as a document. To let a client open Analytics themselves, invite them to the workspace as an Analyst, which takes a seat; Reviewers, the free accounts clients approve posts with, do not see it.

With approvals on, attach the month's decisions too: Export approvals in Posts gives one line per decision, with who, when and which version. What an approval record keeps.

Open Analytics for one client, compare last month with the one before, and write the four answers. Analytics is on every plan, and every plan starts with a 7-day trial. SPREVA for agencies.