---
title: Reports 2.0
description: "Reports 2.0 is an updated version of Legacy Reports within YouthCenter that provides a better visualization of data and also faster reporting. The timeline for this feature's rollout and the sunsetting of the previous reports is as follows: - **June…"
url: "https://docs.youthcenter.net/docs/reports-2-0/"
updated: "2026-09-24"
category: Administration
tags:
  - Administration
  - Report Manager
---

# Reports 2.0

Reports 2.0 is an updated version of Legacy Reports within YouthCenter that provides a better visualization of data and also faster reporting.

The timeline for this feature's rollout and the sunsetting of the previous reports is as follows:

- **June 2026:**All organizations will have access to the Report Manager 2.0

- **November 2026:** Legacy Report Manager will be sunset

This document will review some of the new locations and features of Reports 2.0 - we also have a **[webinar](https://docs.youthcenter.net/docs/using-report-manager-2-0-webinar/)** that gives a full walkthrough of this topic.

To utilize Reports 2.0 select the "reports" tab on your side menu.

![Left navigation menu with a red box graphic highlighting the Reports option.](https://docs.youthcenter.net/wp-content/uploads/2026/04/image-5.png)

### **Editing Existing Reports**

Select the carrot menu next to a report and choose "edit in report builder 2.0."

![Report action menu open with a teal box graphic highlighting the Preview in Report Builder 2.0 and Edit in Report Builder 2.0 options.](https://spcdn.shortpixel.ai/spio/ret_img,q_cdnize,to_webp,s_webp/www.youthcenter.net/wp-content/uploads/2026/01/02-Report-Management-2.png)

**IMPORTANT Note:** Reports are shared across the legacy and the new interface. Editing it on either the legacy or the new interface will change it in both areas.

### **Creating New Reports**

To create a new report in the beta, select the green **+ New Report**button in the top right of the Reports screen.

![Reports page with a red arrow graphic pointing to the New Report button.](https://docs.youthcenter.net/wp-content/uploads/2026/04/New-Reports-button-1024x444.png)

Name the report and choose the data source to suit your needs.

![Report Details section of a new report showing the Report Name field set to Test Report 2.0 and the Data Source set to Client: Drug Test (with Drugs).](https://docs.youthcenter.net/wp-content/uploads/2026/04/image-1024x342.png)

Choose your data fields via the searchable field editor.

![Select Data Fields dialog showing a searchable list of available fields with several client fields checked and listed under Selected Items.](https://spcdn.shortpixel.ai/spio/ret_img,q_cdnize,to_webp,s_webp/www.youthcenter.net/wp-content/uploads/2026/01/04-Adding-Data-Fields-2.png)

Choose as many data fields as needed to give you a complete report.

![Report column configuration table listing selected fields including Client Number, Assigned Judge, Client Name, Current Programs, Primary Caseworker, Drug, and Test Result.](https://docs.youthcenter.net/wp-content/uploads/2026/04/image-1-1024x445.png)

Data fields can be rearranged by hovering on the 6 dots.

Data fields can also be renamed by typing within the "column name" field.

![Column configuration table with a red box graphic highlighting a row's drag handle and a red arrow graphic pointing to the Column Name field for reordering columns.](https://docs.youthcenter.net/wp-content/uploads/2026/04/image-2.png)

To make data fields searchable and/or to edit the filter types, select the gear icon.

![Column configuration table with a red arrow graphic pointing to the gear icon in the Field Options column.](https://docs.youthcenter.net/wp-content/uploads/2026/04/image-4-1024x229.png)

![Field Options dialog for the Client Number column showing Display Type, Is Searchable, Filter Type, and Saved Filter Value settings.](https://docs.youthcenter.net/wp-content/uploads/2026/04/image-3.png)

To delete a data field, select the "red" X.

![Column configuration table with a red arrow graphic pointing to the red delete icon at the end of a column's row.](https://docs.youthcenter.net/wp-content/uploads/2026/04/image-7-1024x229.png)

### **Running a Report**

Select the down carrot and choose "preview in report builder 2.0"

![Report action menu open with a red box graphic highlighting the dropdown arrow and a red arrow graphic pointing to the View this Report option.](https://docs.youthcenter.net/wp-content/uploads/2026/04/View-New-Report-screen.png)

To update the filters and display options, choose the accordion-style filter panel and use the search bar to find the options you need.

![Reports that have many checkboxes now are shown as an accordion with the ability to search the group of checkboxes.](https://spcdn.shortpixel.ai/spio/ret_img,q_cdnize,to_webp,s_webp/www.youthcenter.net/wp-content/uploads/2026/03/Accordion-filters.gif)

![Search Criteria and Display and Filter Options panel for a report showing status checkboxes and display settings like Freeze Headers and Sort By.](https://docs.youthcenter.net/wp-content/uploads/2026/04/image-11.png)

Select "Run report."

![DEMO - Medical Insurance report page with red arrow graphics pointing to the Run Report buttons.](https://docs.youthcenter.net/wp-content/uploads/2026/04/image-10.png)

### **Exporting a Report**

Any report you run can be exported immediately as a CSV! No need to change the report; simply select the export CSV button in the top-right corner of the report.

![Report Results table showing sample client rows with Cell Phone Number, Client Name, and Current Programs columns, with a red arrow graphic pointing to the Export CSV button.](https://spcdn.shortpixel.ai/spio/ret_img,q_cdnize,to_webp,s_webp/www.youthcenter.net/wp-content/uploads/2026/01/05-Export-to-CSV-2.png)

### **Managing Security**

When editing a report, add the group (s) you want to have access to the report directly in the edit form.

![Manage Security dialog for a report showing group permissions, with Everyone able to view and YCD - Detention Staff able to view and edit.](https://spcdn.shortpixel.ai/spio/ret_img,q_cdnize,to_webp,s_webp/www.youthcenter.net/wp-content/uploads/2026/01/06-Manage-Security-2.png)

For more information on report security, see the documentation [here](https://docs.youthcenter.net/docs/form-report-securities/).

### **Subscribing to a Report**

You can subscribe to any report to have results emailed conveniently on a set schedule. Using the down carrot on the left, choose Subscribe to this Report:

![Report action menu open with a red box graphic highlighting the dropdown arrow and a red arrow graphic pointing to the Subscribe to this Report option.](https://docs.youthcenter.net/wp-content/uploads/2026/04/Subscribe-to-this-Report-screen.png)

Choose your Report subscribers by typing their names into the Available People field (or using the folder to search):

You can then specify the format, frequency, and schedule for your delivery:

![Edit Subscription form's Format and Schedule sections showing Link To Report Only format and a monthly schedule repeating on the 20th at 1PM.](https://docs.youthcenter.net/wp-content/uploads/2026/04/image-43.png)

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