Most likely you’ll want to have each user’s common information stored in one table. That will make it easier to organize. Then if you need to keep logs about each user’s activity, you can link their unique ID to another table. This might help: ...

I don’t know how to get this into a single formula, but you could create another field that calculates Today -1 month and subtract 1 year from that date: Then just hide the Today -1 month field.

One more tip, in the “Monthly Donors” table, group the records by the “Individual” field. That way you’ll be able to see the sum for monthly donations and annual projections.

Hi Jessica, Justin’s Zapier/Integromat solution would be the most fluid. If you opt not to use a service like that, you could download the Google quiz results as a CSV file and then upload or copy/paste it to Airtable. Then you can group or filter ...