I need to create a report with a list of all donors, the total that they've contributed over the last 12 months, when their last membership expired, and a couple contact items like email address. (If they meet a certain minimum contribution amount, I need to give them a 12-month membership.) I'm using the Data Processor extension on a WordPress site (everything is up to date).
I have the overall data processor created, with data sources, output, fields, and a filter for 12 months worth of contributions. But right now it is giving me one row for each individual contribution and membership expiration (apparently a Cartesion product query). This seems to suggest that I need to aggregate the contribution Total Amount and Membership Expiration Date.
How can I do that? Adding an aggregate field is fairly straightforward: just select the field you want to add. There are no other options. Yet it doesn't seem to do any aggregation.
My Google-fu has let me down finding any documentation about aggregation fields in data processor beyond a mention of the feature.
How can I get an aggregation to work? Or am I misunderstanding what aggregation does? How can I accomplish what I need?
I suspect that an aggregation may not work with the membership expiration date. If not, how can I see in the report whether they are a current member?