---
title: Insights 'Summary' Tab
description: Quickly access the Insights you reference most often.
---

[Skip to content](https://knowledge.welbi.co/kb/insights-summary-tab#main-content)

- [English](https://knowledge.welbi.co/kb/insights-summary-tab)
- [Français](https://knowledge.welbi.co/fr/kb/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/insights-summary-tab)
    - [Français](https://knowledge.welbi.co/fr/kb/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)

# Insights 'Summary' Tab

## Quickly access the Insights you reference most often.

The "Summary" tab of your Insights page is a place where insights that you reference often can be pinned for easy access.

 

Some insights that users commonly choose to include on their "Summary" tab are:

- "Resident Attendance," which allows you to set an attendance goal for your residents and quickly identify which residents are (and are not) meeting this goal. This insight, along with the "[Residents Needing Engagement"](https://7002933.hs-sites.com/knowledge/identifying-residents-who-may-need-engagement?hsLang=en)panel on the Overview page, can be powerful tools in preventing social isolation and ensuring no residents fall through the cracks.  
  ![](https://knowledge.welbi.co/hubfs/image-png.png)
- "Resident Hobbies Vs. Programs Offered," which allows you to see how the programs you're offering align with the hobbies and interests of your residents. If you notice a gap in your offerings relative to your resident interests, this could be great inspiration for a new program!  
  ![](https://knowledge.welbi.co/hubfs/image-png-1.png)
- "Attendee Engagement over Time," which allows you to visualize how your attendee engagement level is fluctuating over time. If you notice any drastic changes or undesirable patterns (e.g., a high percentage of attendees who are disengaged), this may be a trigger to do some investigating.  
  ![](https://knowledge.welbi.co/hubfs/image-png-2.png)
- Any insights that contain data or information they need to report out to their General Manager, Senior Leadership, or Head Office.

 

If you'd like to customize the selection of Insights that appear on your Summary Tab, reach out to [support@welbi.co](mailto:support@welbi.co) and we'll be more than happy to help!

- [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)
    - [Friend Matching](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#friend-matching)
- [Program Library How-tos](https://knowledge.welbi.co/kb/program-library-how-tos?hsLang=en#main-content)

    - [Monthly Program & Activity Ideas](https://knowledge.welbi.co/kb/program-library-how-tos?hsLang=en#monthly-program-activity-ideas)
- [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)
    - [MatrixCare](https://knowledge.welbi.co/kb/integrations?hsLang=en#matrixcare)
    - [Nxtgen Care](https://knowledge.welbi.co/kb/integrations?hsLang=en#nxtgen-care)
    - [PowerBI Reporting](https://knowledge.welbi.co/kb/integrations?hsLang=en#powerbi-reporting)
    - [FullCount](https://knowledge.welbi.co/kb/integrations?hsLang=en#fullcount)
    - [Eldermark Legacy](https://knowledge.welbi.co/kb/integrations?hsLang=en#eldermark-legacy)
    - [SCIM and SSO](https://knowledge.welbi.co/kb/integrations?hsLang=en#scim-and-sso)
- [Image Library](https://knowledge.welbi.co/kb/image-library?hsLang=en)

[![Chill listening crop-3](https://knowledge.welbi.co/hs-fs/hubfs/welbi_logo_colour-3.png?width=130&height=40&name=welbi_logo_colour-3.png "Chill listening crop-3")](https://knowledge.welbi.co/kb?hsLang=en)

Copyright © 2026, Welbi