Dear @Brendan_Jack, welcome to the Coda Maker community,
A good practice to get tailored support will be to share an sample without sensitive information but that presents your use case as much a possible.
The dynamic sections, like date ranges, doc types will be included by adding the (multi) select in the formula, so it adapts itself to the criteria selected.
Instead of duplication of information, I would recommend to create (dynamic) view(s)
This video explains well how to create buttons to duplicate rows: