---
title: Generating an Engagement Insight Report for a Resident
description: Quickly generate a report of a resident's participation and engagement over a timeframe of your choosing.
---

[Skip to content](https://knowledge.welbi.co/kb/printing-a-residents-engagement-insight-report#main-content)

- [English](https://knowledge.welbi.co/kb/printing-a-residents-engagement-insight-report)
- [Français](https://knowledge.welbi.co/fr/kb/printing-a-residents-engagement-insight-report)

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/printing-a-residents-engagement-insight-report)
    - [Français](https://knowledge.welbi.co/fr/kb/printing-a-residents-engagement-insight-report)
  
  
  
  
  
  
  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. [Resident How-tos](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en)
3. [Resident Engagement Insights](https://knowledge.welbi.co/kb/resident-how-tos?hsLang=en#resident-engagement-insights)

# Generating an Engagement Insight Report for a Resident

## Quickly generate a report of a resident's participation and engagement over a timeframe of your choosing.

Each resident in Welbi has an Insights tab, where you can find information about their participation and engagement over a timeframe of your choosing. To generate an Engagement Insight Report for a resident: 

1. Navigate to the Residents section of Welbi and select the resident from your Residents list.
2. Click into the resident's Insight tab and select the date range and program types you'd like to include in the report.   
   ![](https://knowledge.welbi.co/hubfs/image-png-Feb-13-2023-07-49-48-6929-PM.png)

The data on the page will refresh to reflect your date and program type selections. You will have access to the following insights:

- Overall Participation (i.e., how many programs the resident attended)
- Overall Engagement in Programs (i.e., how often they were marked as active, passive, and disengaged, as well as any times they were marked as declining or unavailable to attend)
- Participation by Time of Day (i.e., how many morning, afternoon, and evening programs they attended)
- Participation by Dimension of Wellness (i.e., how many programs they attended within each dimension)
- Engagement by Dimension of Wellness (i.e., for each dimension of wellness, how often they were marked as active, passive, and disengaged, as well as any times they were marked as declining or unavailable to attend) 

At the bottom of the page, you'll also see a list of all program attendance along with any notes taken.

> Note: if you see a button with 3 dots in the top right corner of an insight, it means you can choose to view this insight as a bar chart or a pie chart.  
> ![](https://knowledge.welbi.co/hs-fs/hubfs/image-png-Mar-14-2023-02-57-10-1877-PM.png?width=522&height=280&name=image-png-Mar-14-2023-02-57-10-1877-PM.png)

This data can be exported and printed in report format for easy sharing with team members and loved ones (a great tool for family conferences or care conferences!). To export an Engagement Insight Report, click the Printer icon in the top right corner of the screen.

![](https://t8648278.p.clickup-attachments.com/t8648278/9683ab1a-c605-48ed-afbb-4fc7e1ebb27c/Screenshot_20221202_114138.png)  
The report will automatically download to your computer in PDF format. This file can then be shared by email, uploaded into other systems as needed, or printed off.   
![](https://knowledge.welbi.co/hubfs/image-png-Feb-13-2023-07-50-44-6246-PM.png)

 

- [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)
    - [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)

[![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