I have a crowdfunding campaign that just started. I need to track what’s happening with rewards—who gets one, did I send it, did I tell someone else to send it, what date sent. That part is easy to set up. The part that has me puzzled…
The platform will allow me to download into an excel file each donation’s entire record, with 32 fields - many of them blank. Because I will be adding to the table every day, I don’t want to mess with that format, so I can easily cut and paste. So far I have called that table “Raw Data”. The primary column is “Time Pledged.”
I’m unclear about how I get to having my rewards info in a useful way for me. Create another table and use a lookup to collect info about rewards from the Raw Data? Would I use “Time Pledged” as my primary column? Can I pull the info I want from the Raw Data using formulas?
Or is it as simple as adding columns to Raw data for the info I want to track and build a view that lets me see only the data I need?
Is that clear? Am I missing something obvious?