Setting Report Criteria

Report criteria define which animals appear in the report. Without criteria, the report shows all animals. Adding criteria filters the results to a specific subset.

How to Set Criteria

1. In the report editor, find the Criteria or Filters section.
2. Click Add Criteria.
3. Select the field to filter on (e.g., Status, Animal Type, Birth Date).
4. Choose the operator (equals, contains, greater than, between, etc.).
5. Enter the value to match.
6. Add more criteria as needed. Multiple criteria are combined — animals must match all conditions.

Filtering by Age

The Age section filters on how old an animal is today, rather than on a fixed birth date range.

• Min age — Include only animals at least this old.
• Max age — Include only animals no older than this.
• Age unit — Days, Months or Years. Months is used if you leave it alone.

Set either bound on its own, or both together for a window. “Min age 6, unit Months” means six months and older; “min 6, max 12, Months” means between six and twelve months old.

The age is recalculated every time the report runs, so a “six months and older” report keeps picking up animals as they age in and never needs the dates updated. This is the key difference from Birth date range, which is frozen to the dates you typed.

Animals with no birth date are excluded from any report that uses an age filter — an unknown birth date means an unknowable age. If a report comes back lighter than you expected, check for missing birth dates first.

The same Age filter is available on smart groups and fieldsheets, and behaves identically.

Filtering by Last Seen on a Check

The Last seen filter uses the results of Checks to report on when you actually laid eyes on an animal. Pick a mode, plus a window in days where one applies:

• Seen within the window — found on a completed check in the last N days.
• Not seen within the window — seen at some point, but not lately. The animals that have gone astray.
• Not seen within the window, or never seen — the same, but also counting animals no check has ever found.
• Never seen on a check — never found on any completed check. No window applies.

Only animals found on a completed check count as seen — being rostered on a check that missed the animal does not. The window rolls against today, so the report stays current without editing dates, exactly like the Age filter. Add the Last Seen column to show the date beside each animal; the column and the filter share one definition.

The same filter is available on smart groups and fieldsheets, and behaves identically.

Filtering on Your Own Fields

If your account has custom fields, a Custom Fields section appears in the criteria panel. Add a condition, pick the field, then pick a condition suited to its type. See Custom Fields for the full list of conditions.

Excluding Animals

The Exclusions section removes animals from the results after every other filter has been applied, even if they match everything else.

• Exclude Group — Drop the members of one or more groups. Only static groups can be excluded, because smart groups store no membership of their own.
• Exclude Pasture — Drop animals currently assigned to the selected pastures. An animal with no pasture assignment is never excluded — unassigned is not the same as being in the excluded pasture.

This is the one subtractive filter; every other criterion narrows by matching. Use it for things like “all active cows except the retained heifers” or “everything but the lease pasture”.

Common Filter Examples

Tips

• Start broad, then narrow. Begin with one or two criteria and add more to focus the results.
• Use date ranges for seasonal reports. Filter by birth date, sale date, or breeding date to create calving season, marketing, or breeding reports.
• Use Age instead of a birth date range when the report should stay current. A birth date range is fixed to the dates you typed; an age filter (min / max in days, months or years) is re-evaluated every time the report runs, so a "six months and older" report keeps picking up animals as they age in.
• Combine with smart groups. If you already have a smart group with the criteria you need, consider viewing that group with custom columns instead of creating a separate report.