Task #17565
Updated by Redmine Admin 5 months ago
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](/uploads/51767471480f664e6998d86e10a293de/Sea_Export_Manifest_Summary.pdf)
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