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Logbook Configuration

Logbook in Analytics serves as your command center for daily performance - delivering comprehensive insights into sales, labor, weather, team notes, and task completion. Supercharge your operations by configuring your logbook to ensure every detail is tracked and no critical information is overlooked.

 

Logbook_General

Table of Contents

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Logbook is included in Analytics and can be configured from Analytics, but will also be visible within all departments on the Ops Platform. Logbook brings together your Point of Sales (POS) totals with weather data, and can be personalized by creating custom Notes and Tasks. As the logbook is visible within Ops your operators can enter Notes or log Tasks, even without having access to the Analytics platform.

Best Practices

Leading operators go beyond simply reviewing their Logbook—they create tailored Notes and Tasks and implement a Standard Operating Procedure (SOP), requiring staff to complete these entries daily. This approach empowers team members to consistently share frontline observations from the floor and kitchen. For even greater efficiency, set up your Logbook Email to automatically deliver the previous day’s Logbook directly to your inbox.

Tomorrow morning's new ritual? Peruse the Logbook over your morning coffee.

This article walks you through the many different ways your Logbook can be configured. Here’s a summary of everything that can be configured, along with a link to the relevant section.

  • Sales Summary - you can choose which metric displays - trends (WTD, MTD, YTD), or comparisons (SDLW, SDLY). Toggle your selection on the Store Info page in Analytics.
  • Create Notes - Notes take your Logbook to the next level - giving your team a voice and ownership, and giving you better communication. We recommend creating at least one Notes category.
  • Create Tasks - Add tasks that you want your team to check off every day. Now everyone knows what needs to be done and you have a record of what, when, and by whom.
  • Configure your Logbook Email - So important we put it in it's own article. Share the Logbook Love with everyone, they don't even need an account in Craftable to receive the email.

Setup - Director vs Local

If you have Director then the Notes and Tasks will need to be configured from Logbook at Director. However, if you do not have Director you'll want to do this at the Store. 

Weather

The Weather section provides a breakdown of weather conditions by Morning, Noon, Afternoon, and Evening. To view how the day's weather compares to the same day last week, simply click “Show Last Week.” This weather data is specific to your store’s address as listed on the Store Info page.

Logbook_Weather

Sales Summary Options

Your point of sales (POS) data will display under the heading "Sales Summary" on your Logbook. Sales Summary shows your daily sales, ticket averages, guest totals, and Labor compared to this day last week and this day last year. (Meaning same day and not same date. i.e. report shows the first Wednesday of the previous year. Not specifically the actual date listed.)

There are two options for what sort of data is displayed - "Comparison Metrics" and "Trend Metrics". You can select which option you would like on the Store Info page, which you can access by clicking your name at the top right > Store Settings > Store Info, and the setting is called Logbook KPIs.

Both options display the same set of data for each logbook date—this includes gross and net sales, ticket averages, guest counts, discounts, voids, and labor (as available from your POS and integrations). The key difference between the two Logbook KPI options is what you’re comparing: cumulative sales for the current period versus previous periods, or daily sales for this date compared to the same weekday in past weeks or years. Refer to the examples and details below for further clarification.

Trend Metrics calculate sales to the day as "Week to Date", "Month to Date", "Year to Date" as well as comparing these periods over the same period in previous years (where data is available for such comparison). 

Comparison Metrics display today’s sales alongside those from the same weekday last week and the same weekday last year, offering an at-a-glance view of how your daily performance stacks up against recent historical benchmarks. 

Keep in mind for all logbook data, you need to have data for the period for the comparison to display. For instance if you do not have POS sales for last year then it is not possible to display or compare to last year.

Please contact Craftable Support if you're interested in importing historic POS data. 

What is SDLW and SDLY?

SDLW = Same Day Last Week
SDLY = Same Day Last Year

Both of these values refer to the same day and not same date. Craftable is comparing your current performance to the same weekday from the previous week/year.

For example, if today is Friday, September 27, the “Same Day Last Week” value will show results from Friday, September 20.

This comparison helps you track trends on the same day of the week—important in the hospitality industry, where business can vary greatly between weekdays and weekends.

Creating Notes Categories

Notes are a great way to prompt your team to enter information about the day. They are completely customizable, giving you the flexibility to focus on what's most important to your business.

Recommendations

If you’re not sure how to get started, try using prompts like “End of Shift Notes” or another open-ended topic. You can also offer more focused prompts—such as “Flow of Service,” “Positive Staff Feedback,” "Repairs & Maintenance (R&M)," or “86'd Items”—to guide your team’s attention to the business areas you want prioritized.

Once you’ve created your Notes categories, share them with your team and set a clear expectation that managers should complete logbook notes before the end of each night. The insights they provide can deliver critical visibility and drive real improvements for your business.

You can create Note categories by navigating to Logbook > Notes and clicking the +New Category button at the top right.

Analytics_NotesTopic

When creating a new category, you also can specify if you want the Note to be available by Meal Period or only for the entire day using the toggle on the +New Category popup.

If you select to make the Note category "Available for each Meal Period" this will result in the category being available for each Meal Period you have configured. In the screenshot below you can see how some categories only display in the general 'Notes' section at the top, while "Flow of Service" and "Positive Staff Feedback" also display per-Meal Period.

Once a note is created under the category, you will be able to see the number of notes created for that category (broken down by meal period if that is available) with the date of the last note posted. 

Selecting the number in blue will launch a search for that category within the past 30 days.

Creating Task Categories

You can create Tasks to be performed daily and monitored for completion under Logbook > Tasks, by clicking +New Task. When creating the task, you will set the name of the task and the number of times it is to be performed daily.

Logbook_CreatingTasks

Recommendations

Establish daily tasks that reinforce the behaviors essential to your standard operating procedures (SOPs), ensuring your team knows exactly what’s expected.

Not sure where to begin? Start with Craftable’s built-in daily tasks like placing and receiving orders, as well as submitting and approving invoices—these are proven ways to keep your operation running smoothly.

Click here for more information on How to Log a Task.

Extended Logbook

Activating the Extended Logbook function for your logbook displays your Sales Summary by Revenue Center and also gives you the ability to enter Notes by revenue center.

To turn on the Extended Logbook navigate to the Store Info page (click your name > Store Settings > Store Info) and toggle on the Extended Logbook option.

ExtendedLogbook

Requirements

Logbook requires a subscription to Analytics. 

If you would like to add Analytics, please reach out to your Account Executive or reach out to Support at 844-367-7700 / support@craftable.com