Explanation of XF, XFR, XFP, and XFB Fields

Please note that for accurate reporting, it is necessary that discounted financial options are applied correctly and consistently across all participants.  For example, when applying discounts internally, they must be directly applied to the base financial option using the Add Discount button.  Adding discounts as separate financial options will result in inconsistent reporting and cause a negative balance to display for the base financial option that the discount is supposed to apply toward.

XF: Financial Option Has Been Purchased (Yes/No)

The XF field shows a number indicating how many times a particular Financial Option has been purchased.  There is an XF field for every Financial Option that has been created in your management system.

For example, if Jane Thriva had purchased the same base fee of $500 (even if they were for 2 different events or programs), this field would yield a number 2.

In a report, this would look like:

XFR: Financial Option Has Been Purchased for Event (Yes/No)

The XFR field shows the total number of additional Financial Options that have been purchased and applied to directly to another Financial Option.  This number also includes the base Financial Option itself.

For example, if Jane Thriva has paid a Base Fee for an event, and also received an Early Bird Discount and a Membership Discount that applied toward that Base Fee, the XFR field would show the number 3.

In a report, this would look like:

Note: This field does not indicate what additional Financial Options have been applied. For more specific information, it is necessary to look at the individual’s account.

XFP: Financial Option Has Been Purchased ($ Amount)

The XFP field shows the purchase amount for a particular Financial Option.  Note that this amount reflects the amount of purchase and not the amount of the payment.

XFB: Financial Option Has Been Purchased ($ Balance)

The XFB field shows the balance that is owed toward a particular Financial Option.  For example, if a participant had purchased a $500 Base Fee and had only paid $100 toward the Base Fee, this field would show a balance of $400.

Note: This field shows all balances, even $0.00 balances.  To eliminate accounts that show a $0.00 balance, it is also necessary to apply a filter that pulls up only accounts that owe money.

This field only shows balances for the particular Financial Option it applies to, which is not necessarily the balance on the whole event, or even the whole account. 

So alternately,