How to create a social media report for your wine business

Social media reports are essential in order to know if the social media efforts for your wine company are working. There's no point in spending time creating posts of beautiful vineyards, your winemaker and the winery dog, and implementing your strategy if you don't know what works and what doesn't. This is why you need to create weekly or monthly social media reports.

As a social media agency for wine companies, we usually create weekly reports internally and provide monthly reports to our clients. The weekly reports allow us to quickly adjust small things along the way and make sure we're reaching our goals before the end of the month arrives and the monthly reports are a larger overview of what's going on with the channels.

If you're doing reports for your wine business, you might want to use weekly or monthly reports depending on several factors such as if you have to present the reports to someone else or if you want to know where you are in terms of engagement and more. We have also created quarterly reports in some cases, but if you have to choose one we'd recommend you do it monthly.

How to get started

You can start by creating an excel spreadsheet that will contain the monthly data you collect from your social media. That way, you'll be able to collate all the data in the same place and compare your performance over time.

A very simple report could contain:

  • Follower Number

  • Number of Posts

  • Engagement

  • Reach

You can add a 'difference' column with a formula that automatically shows you a comparison with the last month, like the one below:

Do the same for each one of the social media channels you're using: Facebook, Twitter, Instagram or LinkedIn.

How to get the data

Once you have the spreadsheet ready, it's time to get the data. It's very important that you create your reports on the same date every month, let's say on the 1st, so you can objectively compare your performance.

Make sure your Instagram account is a business account, otherwise you won't be able to see the insights. You will have to turn on the Twitter analytics first too.


You can find the data by clicking on the Insights button at the top bar of your page. You'll be able to see something like this:


Click on the three lines at the top right of your screen and then on Insights. You'll be able to access your data here.


You have to click on Analytics on your Twitter menu. Here, you'll find all the data necessary for your report.


Click on Analytics at the top bar of your LinkedIn page and then Updates. You'll be able to access the data you need here.

Analyse the data

After adding the data to the spreadsheet, you will have a good understanding of how your content has performed during the month. Now it's time to analyse this data.

If this month you did better than the past month, why was that? You can ask yourself the below questions:

  • Did you post more or less?

  • What kind of content did you post? Did you use more pictures or videos?

  • How many stories did you post?

  • What kind of content performed better?

  • What posting times performed better?

  • How many comments, saves and shares did your content get?

  • Much more

Use your reports to learn what works and what doesn't. Do more of what works and less of what doesn't. Always test new things and learn from it - there's no one-size-fits-all recipe for success.

We're launching soon a social media course for wineries, wine bars, wine importers and any other wine-related business that will teach you everything you need to know to succeed at social media. Stay tuned!