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Monthly data upload

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Reporting period

Current period: set the dates above

Comparison period: none saved yet — this will be your first period

The dashboard works out month-over-month, three-month, quarter and year-over-year comparisons on its own as you save consecutive periods.

Monthly data checklist

  • ① Search Console — Search performanceRequired
  • ② Search Console — Generative AI performanceRequired
  • ③ Google Analytics 4Required

Remember: switch on the comparison before you export

  • In Search Console, open the date picker, click Compare and choose Previous period — do this for both Search results and Generative AI exports. The file then carries last period's numbers alongside this period's, which is what makes the gauges show up and down arrows.
  • In Google Analytics, set Compare → Previous period before exporting so the CSV carries last period's numbers alongside this period's. (The old "Reports snapshot" PDF route still works, but its little up/down arrows can't be read from the PDF, so the CSV with Compare on is the better choice.)
  • All three exports should cover the same current period. If a file arrives without comparison data, the dashboard compares with the closest saved period of the same length instead — and it says so on the report.

① Search Console — Search performance

Required

This tells us how often Penn Charter appeared in Google, what people searched for, where Penn Charter ranked, and which pages gained or lost visibility.

Performance → Search results, set the dates, then Export. Send both the Queries and Pages tabs (the one Excel file has both). Before exporting, open the date picker, click Compare and choose Previous period so last month's numbers ride along in the same file.

Uses the dates above and adds the previous period automatically — no export needed.

② Search Console — Generative AI performance

Required

This is Google's own record of how often Penn Charter's pages were shown inside Google's AI answers. It is the first-party replacement for third-party AI estimates.

Performance → Generative AI (Search), set the same dates, then Export. Before exporting, use Compare → Previous period so the file carries the earlier period's AI impressions too. Send the whole file — Pages, Countries, Devices and Dates tabs are all read separately.

③ Google Analytics 4

Required

This tells us how many people actually visited the site from organic search and what they did after arriving.

Recommended: export Reports → Acquisition → Traffic acquisition as CSV/Excel for the same dates (keep the channel column), and set Compare → Previous period in the date picker before exporting so the comparison comes along in the same file. The 'Reports snapshot' PDF also works, but its previous-period arrows can't be read, so the CSV with Compare on is the better choice.

Ready to save

  • –Search Console — Search performance— Required — not uploaded
  • –Search Console — Generative AI performance— Required — not uploaded
  • –Google Analytics 4— Required — not uploaded

Worth checking before you save

  • Set the start and end dates — without them the dashboard can't put this period in order or compare it correctly.
  • “This period” has no start and end date saved, so its reporting period can't be verified. Re-save it with the dates from the export.
  • No Search Console data mapped for this period.

You can still save — anything missing shows on the dashboard as “Data unavailable”, never as zero.