--- title: "Create a social media report for a client" seoTitle: "Social Media Analytics Report: How to Build One for Clients" description: "Build a client-ready social media report in minutes: pick the period, toggle the metrics your client cares about, and export a PDF they can open anywhere." category: "guides" subcategory: "client-work" emoji: "📈" order: 3 datePublished: "2026-08-23" dateUpdated: "2026-08-23" --- A good client report shows the numbers the client cares about and nothing else, which is exactly what a spreadsheet of raw exports fails at. Pallyy's [custom reports](/help/custom-reports) are built from toggleable widgets per platform, so the monthly report becomes a two minute job: set the period, tick the metrics, export the PDF. ::help-callout{type="note"} Custom reports are available on [Agency](/help/pallyy-agency) and [Scale](/help/pallyy-scale). :: ## How to create a client report Build the report once, then every month is just updating the period and exporting. ### 1. Open the Reports page Go to **[Analytics > Reports](https://app.pallyy.com/dashboard/analytics/reports)** in the client's social set. Reports live per social set, so make sure you're in the right client's set before you start. ![The Your Reports page with the Create New Report button boxed and an arrow pointing to it](/img/help/client-social-media-reports/create-new-report.png){width="1874" height="700" display="937"} ### 2. Create and name the report Click **Create New Report**, name it after the client, and click **Create**. Naming it after the client keeps report day simple once you're running one report per retainer. ![The create report modal in Pallyy asking for the new report's name](/img/help/client-social-media-reports/create-report-modal.png){width="818" height="368" display="409"} ### 3. Set the report period Click **View** to open the report, then set the **Report Period**. Last 30 days is the natural fit for monthly reporting, and the report remembers whatever you pick. ### 4. Tick the widgets your client cares about Expand each platform's section and tick only the widgets this client cares about. The preview updates as you toggle, so you can see the finished report take shape while you work. ![A custom report's builder sidebar in Pallyy with the report period set to last 30 days and five Instagram widgets toggled on](/img/help/client-social-media-reports/report-builder.png){width="580" height="1840" display="290"} ### 5. Export the PDF Click **Export as PDF** and send the file with your monthly update. That's the whole handoff, and your client never needs a Pallyy login to read it. ![The Export as PDF button at the top of a custom report](/img/help/client-social-media-reports/export-as-pdf.png){width="920" height="150" display="460"} ## Build one report per client Reports are reusable, so the right setup is one named report per client that you export every month. Each report keeps its own period and widget selection, and nothing is locked in: when a client's priorities change, rework their report and next month's export follows. It's the pattern behind agencies' monthly reporting rhythm, and the reason report day stops being a day. ## Choose metrics that match the retainer The report should answer whatever the client is paying you for, and each platform brings its own widget set to do it: - **Instagram** covers follower growth, reach and impressions, top posts, engagement, stories metrics, audience gender and age, website clicks, and even competitor followers. - **Facebook** covers page follows, impressions, engaged users, and post performance. - **LinkedIn** covers followers and visitors, both broken down by country, plus post impressions. A growth retainer leads with follower and reach widgets, a content retainer leads with top posts and engagement, and either way the [best time to post](/help/best-time-to-post) widget makes a nice "here's what we'll do next month" closer. ::help-callout{type="tip"} Flip off everything else. A short report the client actually reads beats a long one that proves you exported everything. :: ## Deliver it as a PDF Every report exports as a PDF your client opens like any other file, with no Pallyy login involved. Attach it to your monthly email, drop it in the shared folder, or walk through it on a call; the client never needs access to your dashboard to see their numbers. ## Frequently asked questions ### Which plans include custom client reports? Custom reports are on Pallyy's Agency and Scale plans. Other plans include standard analytics without the widget-level customization, and full plan details are on the pricing page. ### Which platforms can a client report cover? Custom reports pull widgets from Instagram, Facebook, and LinkedIn, each with its own widget set. You choose per report which platforms and which widgets appear. ### Can every client get a different report? Yes. Create as many reports as you have clients, each with its own name, reporting period, and widget selection. Rename, rework, or delete any of them whenever a retainer changes. ### Does my client need Pallyy access to read the report? No. The report exports as a PDF, so your client just opens the file. Reporting stays your workspace's job, and the client only ever sees the finished product.