--- title: Simplify Your Monthly Reporting with the Insights Summary Tab description: Make reporting quicker for you and your team! --- [Skip to content](https://knowledge.welbi.co/kb/how-to-simplify-your-monthly-reporting-with-the-insights-summary-tab#main-content) - [English](https://knowledge.welbi.co/kb/how-to-simplify-your-monthly-reporting-with-the-insights-summary-tab) - [Français](https://knowledge.welbi.co/fr/kb/how-to-simplify-your-monthly-reporting-with-the-insights-summary-tab) English Show submenu for translations [Need more help? Contact us!](https://knowledge.welbi.co/kb/kb-tickets/new?hsLang=en) ![welbi\_logo\_colour (6)](https://knowledge.welbi.co/hs-fs/hubfs/welbi_logo_colour%20(6).png?width=180&height=55&name=welbi_logo_colour%20(6).png) Open main navigation Close main navigation - - [English](https://knowledge.welbi.co/kb/how-to-simplify-your-monthly-reporting-with-the-insights-summary-tab) - [Français](https://knowledge.welbi.co/fr/kb/how-to-simplify-your-monthly-reporting-with-the-insights-summary-tab) English Show submenu for translations - [Need more help? Contact us!](https://knowledge.welbi.co/kb/kb-tickets/new) - [Love Welbi? Refer a community & earn up to $525!](https://www.welbi.co/referral-program) [Love Welbi? Refer a community & earn up to $525!](https://www.welbi.co/referral-program) Welbi Knowledge Base - There are no suggestions because the search field is empty. 1. [Welbi Knowledge Base](https://knowledge.welbi.co/kb?hsLang=en) 2. [Insight How-tos](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en) 3. [Summary Page](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#summary-page) # Simplify Your Monthly Reporting with the Insights Summary Tab ## Make reporting quicker for you and your team! If you have a specific set of Insights that you report on or reference on a regular basis (e.g., to your General Manager, Senior Leadership Team, or Head Office), we can pin these insights to your [Summary tab](https://7002933.hs-sites.com/knowledge/insights-summary-tab?hsLang=en) for you so that they are easily accessible at all times!  ![](https://knowledge.welbi.co/hubfs/image-png-4.png)   To customize the Insights that appear on your [Summary tab](https://7002933.hs-sites.com/knowledge/insights-summary-tab?hsLang=en), reach out to [support@welbi.co](mailto:support@welbi.co) and we'll be more than happy to help. Don't waste time searching through all the available Insights in Welbi when you can put the ones you need right at your fingertips!   > Note: If your organization is using Welbi to track progress towards your company Goals/KPIs, your team will see a "[Goals" tab](https://7002933.hs-sites.com/knowledge/introduction-to-welbis-goals-page?hsLang=en)in lieu of the "[Summary" tab](https://7002933.hs-sites.com/knowledge/insights-summary-tab?hsLang=en). If this isn't something you have, but you are interested in learning more, please reach out to [support@welbi.co](http://support@welbi.co/).   - [Training Videos](https://knowledge.welbi.co/kb/training-videos?hsLang=en#main-content) - [Self-Guided Training - Start Here!](https://knowledge.welbi.co/kb/training-videos?hsLang=en#self-guided-training-start-here) - [Welbi Introduction](https://knowledge.welbi.co/kb/training-videos?hsLang=en#welbi-introduction) - [Training Module 1: Program Planning](https://knowledge.welbi.co/kb/training-videos?hsLang=en#training-module-1-program-planning) - [Training Module 2: Program Attendance](https://knowledge.welbi.co/kb/training-videos?hsLang=en#training-module-2-program-attendance) - [Training Module 3: Leveraging Program & Attendance Insights](https://knowledge.welbi.co/kb/training-videos?hsLang=en#training-module-3-leveraging-program-attendance-insights) - [Training Module 4: Print Calendars & Posters](https://knowledge.welbi.co/kb/training-videos?hsLang=en#training-module-4-print-calendars-posters) - [Training Module 5: Residents](https://knowledge.welbi.co/kb/training-videos?hsLang=en#training-module-5-residents) - [Training Module 6: Personalizing your Resident's Experience](https://knowledge.welbi.co/kb/training-videos?hsLang=en#training-module-6-personalizing-your-residents-experience) - [Welbi Training Conclusion](https://knowledge.welbi.co/kb/training-videos?hsLang=en#welbi-training-conclusion) - [What's New in Welbi?](https://knowledge.welbi.co/kb/whats-new-in-welbi?hsLang=en) - [Welbi Masterclass](https://knowledge.welbi.co/kb/welbi-masterclass?hsLang=en) - [Overview How-tos](https://knowledge.welbi.co/kb/overview-how-tos?hsLang=en) - [Resident How-tos](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#main-content) - [Adding & Removing Residents](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#adding-removing-residents) - [Resident Profiles](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#resident-profiles) - [Resident Lists](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#resident-lists) - [Resident Assessments](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#resident-assessments) - [Residents Page](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#residents-page) - [Resident Engagement Insights](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#resident-engagement-insights) - [Resident Care Circle](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#resident-care-circle) - [Resident Posters & Birthday Posters](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#resident-posters-birthday-posters) - [Program Library How-tos](https://knowledge.welbi.co/kb/program-library-how-tos?hsLang=en) - [Planning Calendar How-tos](https://knowledge.welbi.co/kb/planning-calendar-how-tos?hsLang=en#main-content) - [Creating Programs & Announcements on your Planning Calendar](https://knowledge.welbi.co/kb/planning-calendar-how-tos?hsLang=en#creating-programs-announcements-on-your-planning-calendar) - [Editing, Deleting and Cancelling Programs](https://knowledge.welbi.co/kb/planning-calendar-how-tos?hsLang=en#editing-deleting-and-cancelling-programs) - [Planning Calendar Filters & Views](https://knowledge.welbi.co/kb/planning-calendar-how-tos?hsLang=en#planning-calendar-filters-views) - [Other Planning Calendar How-tos](https://knowledge.welbi.co/kb/planning-calendar-how-tos?hsLang=en#other-planning-calendar-how-tos) - [Registrations](https://knowledge.welbi.co/kb/planning-calendar-how-tos?hsLang=en#registrations) - [Printing Calendar How-tos](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#main-content) - [Showing & Hiding Programs on your Print Calendar](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#showing-hiding-programs-on-your-print-calendar) - [Formatting Programs on Printed Calendar](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#formatting-programs-on-printed-calendar) - [Adding Text & Pictures to Calendars](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#adding-text-pictures-to-calendars) - [Adding Legends to Print Calendars](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#adding-legends-to-print-calendars) - [Adjusting Font on your Printed Calendar](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#adjusting-font-on-your-printed-calendar) - [Printing your Calendar](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#printing-your-calendar) - [Saving & Creating Copies of Calendars](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#saving-creating-copies-of-calendars) - [Deleting Calendars](https://knowledge.welbi.co/kb/printing-calendar-how-tos?hsLang=en#deleting-calendars) - [Attendance How-tos](https://knowledge.welbi.co/kb/attendance-how-tos?hsLang=en) - [Insight How-tos](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#main-content) - [Summary Page](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#summary-page) - [Goals Page](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#goals-page) - [Program Insights](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#program-insights) - [Assessment Insights](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#assessment-insights) - [Resident Profile Insights](https://knowledge.welbi.co/kb/insight-how-tos?hsLang=en#resident-profile-insights) - [Contact Tracing How-tos](https://knowledge.welbi.co/kb/contact-tracing-how-tos?hsLang=en) - [Community Portal](https://knowledge.welbi.co/kb/community-portal?hsLang=en#main-content) - [Integrations](https://knowledge.welbi.co/kb/community-portal?hsLang=en#integrations) - [Settings How-tos](https://knowledge.welbi.co/kb/settings-how-tos?hsLang=en#main-content) - [Employee & User Account Management](https://knowledge.welbi.co/kb/settings-how-tos?hsLang=en#employee-user-account-management) - [Calendar Settings](https://knowledge.welbi.co/kb/settings-how-tos?hsLang=en#calendar-settings) - [Integrations](https://knowledge.welbi.co/kb/integrations?hsLang=en#main-content) - [PointClickCare](https://knowledge.welbi.co/kb/integrations?hsLang=en#pointclickcare) - [Calendar Tools](https://knowledge.welbi.co/kb/integrations?hsLang=en#calendar-tools) - [MED e-care](https://knowledge.welbi.co/kb/integrations?hsLang=en#med-e-care) - 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