White-label social media reports: what to include

A white-label report is a performance report that carries your agency’s branding instead of the tool’s. The client sees your name and logo, and the work looks like yours, because it is.

• The period and the scope: which client, which accounts, which dates.
• Reach, views and engagement, network by network, as each network reports them.
• The posts that did best, and a line on why you think they worked.
• Clicks to the client’s website, if you track links.
• What you’ll do differently next month.

• Estimates. If a network doesn’t report a number, say it isn’t available rather than filling the gap. A client who later spots a made-up figure stops trusting the real ones.
• Vanity totals with no context. A number only means something next to last month’s or next to a goal.
• Twenty charts. Three clear points beat a dashboard nobody reads.

1. 1Add your brandingOn Pro or Max, set your report branding once. Reports then replace the Smartplannr footer with yours.
2. 2Choose the scopeReport on the client’s workspace, a campaign, one account or one network.
3. 3Generate the reportIt’s built from the figures the networks reported and your own link clicks, and nothing else.
4. 4Share itSend a secure link that expires, with a password if you want one, or download a PDF.