AI Search Reporting Template: A Monthly Report You Can Copy

An AI search report is a one-page monthly summary of how AI tools mention, cite and send visitors to your business, with the limits of each number written beside it. The template below is ready to copy. It pulls together the prompt checks and first-party reports covered in how to track AI mentions. This page is part of our AI search optimization guide.

How to use this template: copy the text block into a spreadsheet, fill in one row per metric each month, and keep last month's figures beside this month's. Work through the checklists below to pull each number, then write a short summary and next actions.

The AI search report template

The table shows the layout. Each row is one metric, with the place its number comes from and the one thing it can't tell you.

Copy this block into a spreadsheet. Each pipe becomes a column when you split text to columns on "|":

Metric | Source | This month | Last month | What it can't show
Prompts checked | Prompt log | | | Questions outside your prompt list
Mention rate | Prompt log | | | Answers outside your prompt list
Citation rate | Prompt log | | | Clicks or traffic
Accuracy rate | Prompt log | | | Why an engine got a fact wrong
Top cited sources | Prompt log | | | Weight of each source in the answer
AI impressions | Search Console generative AI report | | | Clicks; Google only
AI citations | Bing Webmaster Tools AI Performance | | | Microsoft network only
Top grounding queries | Bing Webmaster Tools AI Performance | | | A sample only
AI referral sessions | Analytics | | | Visits that arrive as Direct
AI-referred conversions | Analytics | | | Influence without a click
Wrong facts found | Prompt log | | | Whether the source is fixed yet
Next actions | Report owner | | | Results; check them next month

The metric names follow the definitions in AI visibility metrics and KPIs. Keep them word for word, so every edition of the report means the same thing.

What a filled-in report looks like

Here is the shape of a finished report. The values are placeholders on purpose. Your own baseline month replaces them.

The note column matters more than the numbers. It turns a change into a reason, and a reason into next month's action.

Pull the prompt-check numbers

Run your fixed prompt list on each engine in the same week every month, then fill the prompt-log rows.

• Run every prompt in a fresh chat on Google, ChatGPT search and Perplexity.
• Count the answers checked, and record that total in the first row.
• Mark each answer that names your business, then work out the mention rate.
• Mark each answer that links to your site, then work out the citation rate.
• List the three sites cited most often across all answers.

Pull the first-party report numbers

Next, export the platform reports. Each one measures something different, so never add them together.

• Export AI Overviews and AI Mode impressions from Search Console's generative AI report.
• Note which pages gained or lost impressions since last month.
• Export total citations and top grounding queries from Bing's AI Performance report.
• Pull sessions with source or referrer chatgpt.com or perplexity.ai from analytics.
• Count conversions from those sessions, using the same segment every month.

Write the summary and next actions

A table alone rarely gets read. Put three or four plain sentences above it.

• Open with the biggest change since last month, good or bad.
• Explain each change with a reason from the note column.
• List every wrong fact found, with where it appears.
• Assign each fix to one owner with a due date.
• Close with the prompts to recheck first next month.

Keep the report comparable month to month

The value of the report is the trend. These rules keep one month comparable with the next.

• Keep the prompt list fixed; start a new trend line when it changes.
• Keep metric names and definitions word for word between editions.
• Write the limit beside every number, as the template does.
• Flag months when an engine changed its report or features.
• Compare against your own baseline, not someone else's numbers.

To act on what the report shows, start with optimizing for Google AI Overviews. If you'd rather have this report built and sent for you, our in-house SEO team reports on where clients are mentioned in Google AI Overviews and ChatGPT every month.