Social Media Client Monthly Report Sheet for Agencies

Social Media Client Monthly Report Sheet is an offline app (one HTML file in a zip) for someone who reports to several clients every month. You list each client and their accounts. Each month you type the figures from the platform insights: followers, posts, reach, engagements, clicks and enquiries. The app works out the change from last month, engagement per 100 reached and the totals per client. You add a few sentences, and print a report for the client.

The problem it removes: Report day means opening every account, copying numbers into a slide or a spreadsheet, working out last month's difference by hand and writing the same layout again for each client. Numbers get mixed up between months and clients. This app keeps one row per account per month and builds the report from them.

What is inside:

• Clients and the accounts you report on
• One row per account per month with followers, posts, reach, views, engagements, clicks, enquiries and ad spend
• Change in followers and reach from the month before, and engagement per 100 reached
• Report per client and month with totals and your own summary, what went well, what did not and next steps
• Printable monthly report and a figures list
• Charts of followers and reach by month and which clients still need last month's report
• Example data you can load in one click, a Start here guide and an Honest limits panel
• JSON backup and restore, CSV export, and CSV import with a check of every row before anything is added

Who it is for: freelance social media managers and small agencies who send monthly reports to clients and type figures in from the platforms' own insights.

What it is NOT: It does not connect to any platform and does not fetch figures: you type them from the platforms' own insights. It does not judge whether a result is good or bad, does not predict results and does not compare against other businesses. Platforms define reach and views differently, so it does not add or compare reach between platforms as if they meant the same thing. It is not an ad manager and does not send the report by itself. It is not legal, tax or accounting advice, it is not connected to any government system, bank or messaging service, and it does not file or send anything by itself. UAE e-invoicing is not part of it.

Your data stays on this device in your browser. Back it up with Export; clearing browser data loses it otherwise.

Verified by us: scripted tests in Chromium (140 checks through the real screens: adding, editing and deleting records in every table, required-field messages, backup then clear then restore, CSV export then import, keyboard order, print layouts rendered to PDF, no horizontal scrolling at 375 and 1280 pixels, no network requests) and an independent recalculation by a separately written Python evaluator of 1361 calculated values (25 randomised rows plus the example data) with 0 mismatches. Safari engine (WebKit): smoke test passed; Firefox: could not be launched. Not tested: Firefox beyond what is stated here, and no real printer was used (print layouts were checked as PDF).