Key takeaways
- Weekly = activity (what went out, what is pending). Monthly = performance against goals. Quarterly = strategy and what to change.
- The cadence is a recommendation, not a standard: match it to what the client will actually read and act on.
- Keep each report to one page of decisions plus an appendix of data; nobody reads a 30-slide deck monthly.
- SkedCast schedules weekly (Mondays) and monthly (the 1st) reports in the workspace timezone, as CSV or PDF, emailed to up to 50 recipients.
- White-label reports carry your logo and brand colors from the Agency plan; there is no custom domain.
What should an agency send a social media client every week?
A weekly note is about operations, not results. Its job is to prove the work is on track and to surface anything that needs the client. If a client does not want weekly contact, skip it; a weekly report nobody reads costs you an hour and buys nothing.
- What published this week, with links.
- What is scheduled for next week, so the client can object early.
- What is waiting on the client: pending approvals, missing assets, unanswered questions.
- Anything that went wrong (a failed post, a disconnected account) and what you did about it.
- One line on anything notable, such as a post that took off or a comment worth a reply.
What belongs in the monthly report?
The monthly report is the core deliverable. It answers whether the work is moving the numbers the client cares about, so lead with the client's goal, not with every metric the platform exposes.
Send it after the month has settled. Engagement counts on recent posts can still be moving in the first days, so a report generated on the last day of the month understates the final week.
- The goal, restated in one line, and whether the month moved toward it.
- Three to five headline numbers against the previous period (for example reach, engagement rate, follower change, link clicks), not thirty.
- The best and worst performing posts, and a sentence on why you think so.
- What you learned and what you will do differently next month.
- A short plan for next month, so the report ends on the future rather than the past.
What belongs in a quarterly review?
Quarterly is where you step back. Three months of data shows trends a single month hides, and it is the natural point to revisit strategy, budget and scope. Treat it as a conversation, ideally live, with a short written summary afterwards.
- Trends across the three months rather than a repeat of the monthly numbers.
- What worked repeatedly (formats, topics, posting times) and what did not.
- Experiments run and their outcomes.
- Recommendations: what to start, stop and change, and what each would cost in time or budget.
- A check that the goals are still the right goals.
How do you match the cadence to the package?
Cadence is part of what the client is buying, so tie it to the package rather than deciding case by case. A common pattern is monthly-only for entry packages, weekly notes plus monthly reports for mid-tier, and the full set with a live quarterly call for premium. The point is that the client knows what to expect and you know what you promised.
If you are still working out the packages themselves, see the guide to pricing social media management packages.
How do you schedule reports in SkedCast?
In SkedCast a report is a saved definition: a client (or the whole workspace), the platforms, a date window, a format (CSV or PDF) and an optional schedule. You can run it on demand at any time, or set it to weekly or monthly.
Scheduled reports fire on Monday for weekly and on the 1st for monthly, evaluated in the workspace's own timezone, and are emailed to the recipients you list (up to 50 addresses). Each scheduled run is deduplicated by definition and period, so a repeated tick cannot send the same report twice.
For white-label delivery, add your logo and brand colors to the report's branding settings; these appear in the PDF header from the Agency plan. That is reports only: the console itself is not re-branded and there is no custom domain. See white-label reporting.
- Weekly and monthly: scheduled, emailed automatically.
- Quarterly: create a report with a 90-day rolling window (or explicit from and to dates) and run it on demand before the review; SkedCast does not have a separate quarterly schedule.
- Format: CSV for data, PDF for a branded document.
- Scope: one client or the whole workspace, optionally filtered by platform.
How do you keep reporting from eating your week?
Standardise. One template per package tier, the same headline metrics for every client on it, and a fixed slot in the calendar so reports are produced in a batch rather than as interruptions. Automate the parts that are only data (the scheduled report), and spend your time on the commentary, which is what clients actually value.
The free client report generator gives you a starting structure, and the agency margin calculator helps you check what reporting is costing you in hours.
Sources and last reviewed
Last reviewed 2026-09-23. This guide gives recommendations from agency practice, not benchmark statistics, so it cites no survey. The SkedCast reporting behaviour described is from the product code and docs. Statements about SkedCast were checked against the product's code and docs; statements about other vendors were read from the pages listed on that date. Vendors change plans without notice, so confirm on their page before you buy.
FAQ
- How often should an agency send social media reports?
- A common pattern is a short weekly activity note (if the client wants one), a full monthly performance report, and a quarterly strategy review. It is a recommendation, not a standard: match it to what the client reads and acts on.
- Can SkedCast send reports automatically?
- Yes. A report can be scheduled weekly (Mondays) or monthly (the 1st), evaluated in the workspace timezone, and is emailed as CSV or PDF to up to 50 recipients. Quarterly reports are run on demand with a 90-day or custom date window.
- Can I put my agency branding on client reports?
- Yes, from the Agency plan: your logo and brand colors appear on the PDF report. The console is not re-branded and there is no custom domain.
- When should I send the monthly report?
- After the month has settled. Engagement on the last days of a month can keep changing, so sending on the last day understates the final week. Many agencies send within the first week of the next month.
- How long should a client report be?
- As short as it can be while still leading to a decision: one page of goals, headline numbers, learnings and next steps, with a data appendix for anyone who wants it.