I posted about this in the July thread, didn't get a response. But it has just come back big time, so I thought I would start a new thread.
What's happened is that in GA, it seems Google search traffic is not being counted in the search engine section. I'm getting more than the usual amount of referrals from Google.com (and the other domains) in the "Traffic Source -> Referring Sites" section, and this corresponds with exactly the amount dropped for Google search engine referrals in the "Traffic Source -> Search Engines" section.
Going into further details, the Google referrals are listed as having come from "/", and that's all the detail I get - no keywords or anything. It seemed to have happened to all the sites I have at the same time (although they're all under the same GA account, and I don't have any other accounts to check whether this is a site wide thing).
Overall traffic remains steady though, which is why I was freaked out by the "-10%" drop for Google search engine referrals. The first time something like this happened was on the 4th of July, and it continued until early August when things went back to "normal" (although still more "non SE Google referrals" than before 4th of July). Now it's back again, and twice as many "non SE Google referrals" compared to 4th of July.
What does this all mean?