Daily Journal helps you capture end-of-day notes and totals before details are forgotten.
Tabs overview
| Tab | Purpose |
|---|
| Journal Entries | View all past entries |
| Create Entry | Log today's activity |
Journal Entries tab
What you see
| Element | Description |
|---|
| Timeline | All entries chronologically |
| Weekly charts | Revenue, payments, tasks, sentiment |
| Filters | Date, sentiment, location, tags |
| Search | Find by keyword |
| Pinned entries | Important items at top |
Filters
| Filter | Options |
|---|
| Date range | Custom period |
| Sentiment | Positive, Neutral, Negative |
| Location | Specific store |
| Tags | Custom tags |
Create Entry tab
Entry sections
| Section | What to capture |
|---|
| Cash drawer | Opening/closing amounts, discrepancies |
| Sales recap | Daily totals, notable transactions |
| Service issues | Problems encountered |
| Tasks | Completed and pending tasks |
| Shout-outs | Staff recognition |
| Next steps | Tomorrow's priorities |
Creating an entry
- Go to Create Entry tab
- Fill in today's date and title
- Complete relevant sections
- Add tags for categorization
- Attach files if needed
- Save entry
Weekly charts
| Chart | Shows |
|---|
| Revenue | Daily revenue trend |
| Payments | Cash vs card breakdown |
| Tasks | Completion rate |
| Sentiment | Daily mood tracking |
Tips
- Log entries same-day for accuracy
- Use tags (e.g., "equipment", "staffing") for pattern analysis
- Keep "Next Steps" actionable and short
- Pin important entries for visibility
Troubleshooting
| Issue | Solution |
|---|
| Entry not saving | Check required fields (title, date), verify internet |
| Charts showing zero | Entries need numeric fields for the period |
| Can't find entry | Clear filters, search by keyword/tag |
What's next