Task #17574
Updated by Redmine Admin 4 months ago
Kindly compare the below report from FFS to the different samples of the Sales Report from FFWDs and add the missing fields. Note that you can either create a new report for "Sales Report" or update this existing one.
### **Acceptance Criteria:**
1. **Report Generation**
* The system should provide a **Sales Report** under the reports module.
* Users should be able to generate the report for **a specific date range**.
* The report should be exportable in **PDF, Excel, and CSV formats**.
2. **Report Header**
* Company Name, Logo, Address, Contact Info, VAT Registration Number
* Report Title: "Sales Report"
* Reporting Period (clearly stated From - To dates)
3. **Filter Options**
* Users should be able to filter the report by:
* **Date Range** (Daily, Weekly, Monthly, Custom Date Selection)
* **Client Name**
* **Invoice Status** (Paid, Unpaid, Partially Paid)
* **Salesperson**
* **~~Department~~** <s>(Freight, **Department** (Freight, Clearing, Warehousing, etc.)</s>—since we do not have a department, list the <span dir="">Service (ocean</span> import, ocean export, air import, air export, sea clearing, Air clearing, etc.) here.
* **Currency & Exchange Rate**
4. **Permissions & Access Control**
* Only **authorised users (e.g., finance team, management)** should have access to generate this report.
* Salespersons should only see their own sales data.
5. **Formatting and readability:**
* Clearly aligned numeric columns for easy readability.
* Amounts formatted clearly to two decimal points.
6. **FooterPage**
* numbering (Page X of Y)
* Printed by \<user\>
* Report generation Date & Time
7. **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.
8. **Report Contents**\
The report should include the columns as per the below samples from the FFWDs.
**FFS - Reports -\> Invoice and Payment**
{width="626" height="253"}
**Different Sample Sales Report from FFWDs**
1. {width="723" height="495"}
2. {width="1307" height="201"}
3. {width="1001" height="1416"}