1. Overview
This update enables Module Tables to be used as the Primary Module when creating reports. Previously, module tables such as Insurance Policies, Treatment Plans, and Related Contacts could only appear as a secondary (related) module. You can now build a report that pulls data directly from any module table as the main data source, with full support for all 13 chart types.
1.1 What Changed
Module tables now appear in the Primary Module dropdown when creating a report.
The Related Module dropdown automatically updates to show valid parent CRM modules for the selected module table.
All 13 chart types — including Raw Data Table, Summarized Grouped Table, and Pivot Chart — now work with module table primary reports.
Column headers display real field labels instead of internal database codes.
1.2 Available Module Tables
The following module tables can be selected as a primary module (exact list depends on your instance):
Insurance Policies
Related Contacts
Treatment Plans
LOC Hx (Opportunities LOC)
Billable Services
Location
Travel Record
Medication
Treatment History
Substance of Abuse
Spend Tracking
Any custom module tables configured by your administrator
Note: If a module table you need is missing from the list, contact your administrator to verify it has been fully registered in the system.
2. How to Create a Module Table Report
Follow these steps to create a new report using a module table as the primary data source.
Step 1 — Navigate to the Reports Module
Log in to InsightsTx or AllevaCRM with your user credentials.
Click Reports in the top navigation bar.
The Reports list view opens showing all existing reports.
Click the Create Report button in the top-right corner of the screen.
Step 2 — Choose a Report Type
5. A report type selection screen appears. Select one of the following:
Chart And Detail — displays both a chart and a data table. Recommended for most use cases.
Detail — displays only a data table. Best for exporting raw data.
Chart — displays only a chart with no data table.
6. Click Next.
Tip: Use Chart And Detail for the best visibility — you get both the data grid and a visual chart in one report.
Step 3 — Select the Primary Module
This is the main data source for your report.
7. Click the Primary Module dropdown.
8. Scroll through the list — module tables now appear alongside standard CRM modules such as Contacts and Accounts.
9. Select the module table you want to report on — for example, Insurance Policies.
10. The Related Module dropdown automatically refreshes and shows only the parent CRM modules linked to the selected module table.
11. (Optional) Select a parent module from Related Module to include fields from the parent record, such as Contact Name or Account.
12. If you only need fields from the module table itself, leave Related Module blank.
13. Click Next.
Note: The Related Module must be a standard CRM module (Contacts, Leads, Potentials, etc.). You cannot select another module table as the Related Module.
Step 4 — Set Filters (Optional)
Filters narrow down which records appear in your report. Skip this step to include all records.
14. The filter builder screen appears.
15. Click Add Condition.
16. Select a field from your module table or from the Related Module if one was selected.
17. Choose an operator such as: is, contains, is not, greater than.
18. Enter the filter value.
19. To add more conditions, click Add Condition again. Use the AND / OR toggles to control logic.
20. Click Next when finished, or leave blank and click Next to skip.
Step 5 — Select Report Columns
Choose which fields appear as columns in the report data table.
21. The column picker shows all available fields from your selected module table.
22. Fields display with real labels — for example, 'Insurance Policies Carrier Name' — not internal codes.
23. If you selected a Related Module in Step 3, its fields also appear here under a separate group.
24. Check the box next to each field you want as a column.
25. (Optional) Set a Sort Order field and direction — Ascending or Descending.
26. Click Next.
Tip: Select only the columns you need. Reports with many columns can be slow to load for large datasets.
Step 6 — Configure the Chart (Chart And Detail / Chart type only)
This step appears only when Chart And Detail or Chart was selected in Step 2.
27. The chart configuration screen appears with chart type icons across the top.
28. Click a chart type icon to select it. All 13 chart types are supported:
Bar — Vertical or Horizontal
Stacked Bar — Vertical or Horizontal
Line
Pie
Raw Data Table — sortable, paginated grid of all selected fields
Summarized Grouped Table — grouped rows with count, sum, and average calculations
Pivot Chart — cross-tab analysis across two field dimensions
Funnel, Colored Counter, Metered Gauge, Summary
29. Fill in the required configuration fields:
Group By — the field used to group or categorise chart data (e.g., Carrier Name).
Data Field — the numeric or countable value to measure (e.g., count or sum).
Stacking Field — only for Stacked Bar charts; splits bars into colour-coded segments.
30. Click Save.
Tip: For Raw Data Table, no Group By or Data Field is required — it displays all selected columns in a grid.
Step 7 — View and Use Your Report
After saving, the report opens automatically. You will see:
Detail table — one row per module table record, with real field label column headers.
Chart — rendered using the module table data.
Click column headers to sort the table.
Pagination controls appear at the top & bottom of the table.
Note: Clicking on a chart bar or pie slice will not navigate to a drill-down list. This is expected — module table records do not have a standalone list view in the CRM.
3. Supported Chart Types
All 13 chart types are now fully supported when a module table is the Primary Module.
Vertical Bar
Compares totals across categories using upright bars.
Horizontal Bar
Same as Vertical Bar but laid out sideways — useful for long category names.
Vertical Stacked Bar
Bars split into colour-coded segments by a second grouping field.
Horizontal Stacked Bar
Horizontal version of the Stacked Bar chart.
Line
Shows trends over a sequential field such as date or stage.
Pie
Shows proportion of each category. Best with fewer than 15 distinct values.
Raw Data Table
Sortable, paginated grid showing all selected fields. No Group By needed.
Summarized Grouped Table
Aggregated rows with Count, Sum, and Average calculations per group.
Pivot Chart
Cross-tab analysis comparing values across two field dimensions.
Funnel
Visualises a progression or drop-off across ordered stages.
Colored Counter
Displays a single large numeric value with a colour indicator.
Metered Gauge
Shows a value on a dial gauge against a target range.
Summary
Compact text summary of calculated values.
Tip: For large datasets, Raw Data Table and Summarized Grouped Table load faster than complex visual chart types.
4. Tips and Best Practices
Including Parent Record Information
To see which Contact or Account owns each module table record, select the parent module as Related Module in Step 3, then include parent fields such as Contact Name in Step 5.
Module Table Data Only
If you only need module table fields with no parent record context, leave Related Module blank. The report will be simpler and faster.
Choosing the Right Chart Type
Raw Data Table — best for exporting all records with all fields.
Summarized Grouped Table — best for counts, sums, or averages grouped by a category.
Pivot Chart — best for cross-tab comparison across two field dimensions.
Bar or Stacked Bar — best for comparing category totals at a glance.
Pie — best for proportions; avoid if more than 15 distinct values are expected.
Keeping Reports Fast
Use filters in Step 4 to limit the dataset — e.g., filter by a date range.
Select only the columns you need in Step 5.
For large datasets, prefer Raw Data Table over complex visual chart types.