FFA

As a Freight Forwarder,
I want to generate a Sea Export Manifest Summary Report,
So that I can view all the shipment details, including costs, revenues, and profit margins for different containers and consignees.

Acceptance Criteria:

1. Report Header:
   • Company Name, Logo, Address, Contact Info, VAT Registration Number
   • Report Title: "Sea Export Manifest Summary"
2. Report Generation:
   • The system should allow the user to generate the Sea Export Manifest Summary Report for a specified date range.
   • The report should be filterable by Master File Reference, Vessel, and Consignee.
   • The report should support export to PDF and Excel.
3. Report Structure:
   • The report should include key details as per sample report provided.
     • Master Consignee Name
     • Master Consignee
     • Bill of Lading (B/L) Number
     • Vessel Name & Voyage Number
     • Date of Arrival
     • Container Type & Number of Containers
     • Total Volume
     • Total Revenue & Expenses
     • Profit Margin (Revenue - Expenses)
4. Financial Breakdown:
   • The report should categorize costs and revenues including first a total of all charges for the Master File Reference and then a breakdown of House Reference pertaining to it with their related costs and revenues.
   • Display revenue and expenses in different currencies where applicable.
   • Convert all values to one reporting currency (e.g., MUR or USD) for a summarized financial overview.
5. Profitability Analysis:
   • The system should calculate and display:
     • Total revenue generated per Master File Reference and it’s corresponding House Reference.
     • Total expenses incurred for the per Master File Reference and it’s corresponding House Reference.
     • Net profit/loss per Master File Reference and it’s corresponding House Reference.
     • Profit percentage (%).
6. Sorting and Filtering:
   • Allow users to sort by Consignee, Vessel, Invoice Item, or Revenue.
   • Filter data based on:
     • Date range
     • Consignee
     • Shipment status
     • Master File Reference
7. User Access & Permissions:
   • Only authorized users (Managers, Finance, and Operations team) should be able to generate the report.
   • Users should not modify the report data—only view and export it.
8. Report Format & Layout:
   • Ensure the data is properly structured in tabular format with clear labels.
   • Clearly aligned numeric columns for easy readability.
   • Amounts formatted clearly to two decimal points.
   • Implement page-wise totals for large reports to improve readability.
   • The report should be printable in A4 format with proper page alignment.
9. Error Handling & Notifications:
   • If no data is available for the selected date range, display a message:
     "No data found for the selected period."
   • If the report fails to generate, log an error and notify the user.
10. Footer
    • Page numbering (Page X of Y)
    • Printed by <User>
    • Report generation Date & Time

Sample Report

Sea Export Manifest Summary.pdf

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