Accessing & Printing the Daily Crib Sheet

⚡ What is the Daily Crib Sheet?

The Daily Crib Sheet is a condensed, printable version of a single day's schedule, pulled directly from your Weekly Schedule. Think of it as a snapshot of one day's shifts, organized into a simple list you can print or export as a spreadsheet, without needing to open the full Scheduler.

The Crib Sheet reflects whatever shifts are already scheduled for that day, so you can generate an up-to-date copy any time you need one on the floor, at the front desk, or in a printed binder.

💡 | Tip: Since the Crib Sheet is generated from the Weekly Schedule, any last-minute changes to shifts will show up the next time you open it for that day.

🔎 Why Use the Daily Crib Sheet?

• Quick, portable reference: Get a clean, single-day view of shifts without scrolling through the full Weekly Schedule.
• Customizable columns: Choose exactly which details show up—phone numbers, tags, comments, labour costs, positions, and more, so the sheet only includes what your team needs.
• Flexible layout: Switch between a single or two-column layout to fit more information on a printed page.
• Print or export: Print a physical copy directly, or export to Excel if you'd rather work with the data digitally.

🔐 Access required

The Crib Sheet is part of our Scheduling feature and is available on the Signature or Supreme packages. 

Who can access the Daily Crib Sheet?

• Super Administrators: Full access to view, customize, and print or export the Crib Sheet for any day in the Scheduler.
• Team Administrators: Can access the Daily Crib Sheet if the View/Update Scheduler permission is enabled for the relevant Position(s). If you are unable to access, please confirm your permissions with a Super Administrator.

📋 Topics covered in this article:

• Accessing the Crib Sheet
• Customizing (Filtering) the Crib Sheet
• Printing or Exporting the Crib Sheet
• Frequently Asked Questions About the Crib Sheet

📚 Related articles:

• Publishing the Schedule
• Creating & Utilizing Schedule Templates
• Check out our dedicated Scheduler section to find how-to guides, FAQs, and more.

Accessing the Crib Sheet

The Crib Sheet is accessible from any weekly view of the Scheduler, one day at a time. It doesn't matter which view type you're using, as long as you're viewing the schedule in a weekly format.

📌 | Note: The Crib Sheet isn't currently available from the Daily view, so make sure the Scheduler is filtered to a weekly view before continuing.

1. Click the Scheduler tab.
2. (Optional) To adjust how the Scheduler is displayed, click the drop-down menu next to Employees, and select Employees, Employees Unique, or Positions.
3. (Optional) Click Filter, and select the Departments, Positions, or Shift Tags you want the Crib Sheet to be based on.
4. From the Weekly Schedule view, click the day you want to view.
5. From the menu that appears, click Crib Sheet.
6. A pop-up will appear, displaying the details of your Crib Sheet. 
7. See the section below on how to filter and export your Crib Sheet! 

📌 | Note: The Crib Sheet opens in a new browser tab or window, showing that day's schedule along with a full set of display and formatting options.

Customizing (Filtering) the Crib Sheet 

You have the ability to customize what information appears in the Crib Sheet, ranging from which Departments or Positions to include, to Shift Tags, comments, and more. The Crib Sheet brings in information based on how you're currently viewing the Scheduler in the platform, so you have the ability to either customize what you see before opening the Crib Sheet or adjust it further once you're in the Crib Sheet.

1. In the Crib Sheet pop-up, the following filters will be available. Some will be checked automatically, depending on how you viewed the Scheduler on the platform when you opened it. 

2. Check or uncheck the box(es)  to customize what appears in the Crib Sheet:

3. Show Option	What It Includes or Excludes
   Phone Numbers	Employee phone numbers.
   End Times	Each shift's scheduled end time.
   Tags	Any Shift Tags applied to a shift.
   Comments	Comments added to a shift.
   Show Last Name's Initial Only	Displays employees' last names as an initial only, instead of in full.
   Breaks	Scheduled break times.
   Sales Forecast	Forecasted sales figures.
   Labour Costs	Labour cost figures.
   Labour % Sales	Labour cost as a percentage of sales.
   Labour Hours	Total scheduled labour hours.
   Sales per Man Hours	Sales generated per labour hour.
   Events	Any Calendar Events scheduled for the day.
   Profit Center Summaries	Summary totals by Profit Center.
   House Shifts	Any scheduled House Shifts.
   All Periods/All Positions	Includes or excludes a specific period or Position from the sheet. 💡 | Tip: If you only need the sheet for one department or role, unchecking ALL POSITIONS and selecting just the Positions you need keeps the printed sheet shorter and easier to scan.
   Layout: Horizontally / Two-Column Layout	By default, the Crib Sheet sits centred on the page. Choose Horizontally to lay periods out side by side instead of stacked, or Two-Column Layout to split the sheet into two side-by-side sections—useful on busier days with many shifts or Positions.
   Shift Sorting: By Time / By Tags	Sorts shifts chronologically (By Time), or groups them by Shift Tag (By Tags).
   House Shifts: As Normal Shifts / As Separate Category	Choose As Normal Shifts to include House Shifts alongside the list of employees who have shifts assigned, or As Separate Category to separate House Shifts out into their own section.
   Font Size	Click Small, Medium, or Large to adjust the text size.

4. Once done, see the section below on how to export the Crib Sheet! 

Printing or Exporting the Crib Sheet

Once the Crib Sheet is showing exactly what you need, you can either print it directly or export it as a spreadsheet.

1. In the Crib Sheet pop-up, select one of the following:

   1. Click Print to open your browser's print dialogue and print the Crib Sheet.

   2. Click Export to Excel to download the Crib Sheet as a spreadsheet.

2. Once done, close out the Crib Sheet and navigate back to the platform to continue your day! 
   📌 | Note: Whichever filters and view preferences you've selected above will carry over to whichever format you choose.

Frequently Asked Questions About the Crib Sheet

Have questions about viewing or printing your Daily Crib Sheet? Whether you're wondering how to open it, what the display options do, or how printing differs from exporting, this section provides quick answers to help you get the sheet you need with confidence.

Q: What's the difference between Print and Export to Excel? 
A: Print opens your browser's print dialogue so you can print a physical copy of the Crib Sheet. Export to Excel downloads the same information as a spreadsheet you can save, edit, or share digitally.

Q: Can I choose what information appears in the Crib Sheet? 
A: Yes. Use the checkboxes in the Crib Sheet pop-up to include or exclude details like phone numbers, tags, comments, labour figures, periods, and Positions. For more details, refer to the Customizing and Filtering the Crib Sheet section of this article.

Q: Why would I use Two-Column Layout instead of the standard view? 
A: Two-Column Layout splits the sheet into two side-by-side sections, which can fit more information onto a single printed page. This is especially useful on days with many shifts or Positions scheduled.

Additional Information

Need further help? Refer to our Getting Help & Contacting Support article for the latest support options and ways to connect with our team.