--- title: "Welbi Masterclass: Running Reports on Welbi" description: This Masterclass is for users who share resident reports with families or care teams or who need to report to senior leadership on programming & attendance data. This is also for users who want to pull reports of their community's resident makeup. --- [Skip to content](https://knowledge.welbi.co/kb/welbi-masterclass-running-reports#main-content) 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 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. [Welbi Masterclass](https://knowledge.welbi.co/kb/welbi-masterclass?hsLang=en) # Welbi Masterclass: Running Reports on Welbi ## This Masterclass is for users who share resident reports with families or care teams or who need to report to senior leadership on programming & attendance data. This is also for users who want to pull reports of their community's resident makeup. > *This video is a recording of a live Welbi Masterclass that took place on November 2, 2023.* ### Why keep information accurate & up to date in Welbi? **Accurate Reports & Lists** Allows you to gain a better understanding of your residents to improve programming and foster connections **Transparency & Accountability** Demonstrates the hard work that the recreation team does to engage their residents and share that information as a report to staff and loved ones **Examine Trends** Gather programming and attendance trends at both an individual and community level to improve resident engagement **Compliance & KPIs**  Teams can quickly pull information to share with senior leadership regarding meeting or exceeding goals, standards and requirements ### Reports & Lists in Welbi **Resident Lists and Reports** - [Resident Lists](https://knowledge.welbi.co/kb/filtering-your-resident-list?hsLang=en) - [Residents needing engagement](https://knowledge.welbi.co/kb/identifying-residents-who-may-need-engagement?hsLang=en) list from the Overview Page - [Notes and Interactions](https://knowledge.welbi.co/kb/printing-a-residents-notes-interactions-summary?hsLang=en) of a Specific Resident - [Resident Engagement Insight Reports](https://knowledge.welbi.co/kb/printing-a-residents-engagement-insight-report?hsLang=en) **Attendance Reports** - Attendance Report on a specific program instance - [Contact Tracing Report](https://knowledge.welbi.co/kb/running-a-contact-tracing-report?hsLang=en) **Insight Reports** - [Resident Profile Report](https://knowledge.welbi.co/kb/insights-resident-profiles-tab?hsLang=en) - [Resident Assessment Report](https://knowledge.welbi.co/kb/insights-assessment-tab?hsLang=en) - [Program Insight Report](https://knowledge.welbi.co/kb/program-insights?hsLang=en) - [Goals Page](https://knowledge.welbi.co/kb/introduction-to-welbis-goals-page?hsLang=en) (if applicable to your community) Tips and Tricks  - Ensure all of your resident information and attendance is up to date, so that your reports and analytics are accurate - Use filters when you can to get a succinct report (e.g., Dates, Level of Care/Home Area, Program Types, etc) - Use the “View All” option on Insights where available to get more detailed information - Export/print as PDF to share with individuals who may not be eligible for  Welbi access - Reach out to Welbi’s Support Team if you’d like any insights “pinned” to your summary page for quick and easy access - Have your ‘Goals’ or Insights page open in a separate browser tab or window while planning your monthly calendar for easy reference - [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 ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://knowledge.welbi.co/media-transcripts/143754273194/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://7002933.fs1.hubspotusercontent-na1.net/hubfs/7002933/Running%20Reports%20in%20Welbi.mp4", "dateModified" : "2025-10-10T18:02:54.140Z", "duration" : "PT41M35.306S", "height" : 1400, "name" : "Running Reports in Welbi", "thumbnailUrl" : "https://7002933.fs1.hubspotusercontent-na1.net/hubfs/7002933/Running%20Reports%20in%20Welbi.mp4/medium.jpg", "uploadDate" : "2023-11-03T16:56:29.756Z", "width" : 2240 } ```