Meta report: paid and organic template
Opens with what the Meta budget bought, follows it through campaigns and creatives, then shows what the Page and the Instagram profile did.
The sections, in the order your client reads them
For an agency reporting the Facebook and Instagram advertising it runs for a client, and (where those accounts are connected) the Facebook Page and Instagram profile alongside it. It opens with what the budget bought: what you invested, what each result cost and, where the business sells online, what those results were worth. It follows the money through campaigns, ad sets and creatives, then shows what the Page and the profile did, paid and organic.
- Performance summaryFrom Facebook Ads
- The longer viewFrom Facebook Ads
- From a click to a saleFrom Facebook Ads
- Where the budget wentFrom Facebook Ads
- Where your ads appeared, and who saw themFrom Facebook Ads
- Reach you bought, reach you earnedFrom Facebook Ads, Facebook Page
- What the Page publishedOnly when Facebook Page is connected
- Instagram, with the budget and without itOnly when Instagram is connected
- Conclusions and next steps
- Appendix: about the data
Each section opens the preview at that point, on realistic data.
From template to client report
Create it on your accounts
Pick the account for each source and the sections you want. The report opens with your client's data.
Brand it and edit it
Apply your brand template and change any section, widget or text in the editor.
Deliver it
Schedule the email, send a share link or publish it in your client portal.
Keep exploring the catalog
Frequently asked questions
Is this template included in my plan?
Yes. The whole catalog is included on every plan, free trial too.
Can I see it before I sign up?
Yes. Open the preview: it shows every section of the report on realistic data.
Start from a report that is already done
Pick one from the catalog and make it yours.
