How to recreate this nonprofit funding report in Airtable?

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5 - Automation Enthusiast
5 - Automation Enthusiast

Hi, I have this PDF report (opens a Google Drive link to the PDF) that I need to recreate in Airtable. As you’ll see, I need to set up some sort of if statements to “count these records if its value for this column is this, this, or that” and then summarize those counts in various ways.

I am going to try working with COUNT-IF formulas and grouping to show summaries, but I still need to allow users of this base to pull these reports only for certain time periods.

I have looked at Page designer, Pivot table, and miniExtensions Form to summarize this data, and I have not been able to figure out what I’m looking to do.

Can someone help? (I tried reaching out to the support team and all they did was send me basic intro walkthroughs to the product which were not what I was looking for at all).

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