Smart Group Criteria Reference

Created by Jarrett Woodall, Modified on Fri, 17 Jul at 9:49 AM by Jarrett Woodall

This article lists all available filter criteria for smart groups and explains how each one works.

Available Criteria

Criterion	Description	Selection Type
Statuses	Filter by animal status (Active, Sold, Dead, Missing, Reference).	Multi-select
Animal Types	Filter by type (Bull, Cow, Calf).	Multi-select
Sex	Filter by sex (Bull, Steer, Heifer).	Multi-select
Owners	Filter by the animal’s assigned owner.	Multi-select
Groups	Filter by membership in other groups.	Multi-select
Pastures	Filter by current pasture assignment.	Multi-select
Sires	Filter by sire (father).	Multi-select
Dams	Filter by dam (mother).	Multi-select
Color	Filter by coat color.	Multi-select
Birth Date Range	Filter by birth date within a start and end date.	Date range
Weaned	Filter for weaned or not-yet-weaned animals.	Yes/No
Weaned Date Range	Filter by weaning date within a start and end date.	Date range
Purchased	Filter for purchased or raised animals.	Yes/No
Purchased Date Range	Filter by purchase date within a start and end date.	Date range
Sold	Filter for sold animals.	Yes/No
Sale Date Range	Filter by sale date within a start and end date.	Date range
Died	Filter for dead animals.	Yes/No
Died Date Range	Filter by death date within a start and end date.	Date range
Breeding Status	Filter by breeding status (Open, Exposed, Pregnant).	Multi-select
Conception Type	Filter by conception method (Natural Selection, AI).	Multi-select

AND between criteria — If you select Status = Active and Type = Cow, only animals that are both active and a cow are included.
OR within a criterion — If you select Type = Calf and Type = Cow, animals that are either a calf or a cow are included.

All active calves born this year — Status = Active, Type = Calf, Birth Date Range = Jan 1 to Dec 31 of the current year.
Bred cows and heifers — Status = Active, Type = Cow, Sex = Heifer, Breeding Status = Pregnant.
Animals in a specific pasture — Pastures = [your pasture name].
Purchased animals — Purchased = Yes.

Don’t over-filter. Start with broad criteria and narrow down as needed. Too many criteria may exclude animals you want to see.
Review the results. After saving, open the group to verify the membership looks correct.