---
title: "January 2025"
canonical: "https://resources.shelvz.com/space/RN/215580675/January%202025"
format: markdown
---
We’ve rolled out new features and improvements to make your workflow smoother and more efficient.

**Highlights**

- Gain deeper insights with the new KPI overview section on the homepage.
- Disable manual SKU updates when automated scanning is enabled.
- Quickly spot missing or incorrect data with new filter options in the Expiry Audit module.
- Track user limits per role with the new Licenses page under Subscription Management.
- Customize scheduled email subject lines to match the names defined in your settings.
- Assign adhoc surveys to specific field reps.

**And much more below!**

## **New KPI Homepage**

We’re expanding the existing homepage with a powerful new **KPI Overview section**! You can now track key performance indicators, including **Out of Stock, Share of Shelf, Planogram Compliance, Expiries, **and** Promotions**. You will be able to monitor **week-over-week** **trends** and analyze performance across your **brands**, **categories**, and **SKUs**—all within a single homepage. This addition provides deeper insights to help you make data-driven decisions and optimize execution effortlessly!

![pixelcut-export.png](media://a04868c9-392c-4d16-9226-7cabff774151)

## **Manual Audit Disabled When Automated Scanning is Enabled**

To ensure accurate audit data, manual updates to SKU availability can now be disabled when automated scanning is enabled.

Here’s how it works:

- All SKUs are marked as **NO** by default when a placement is selected and this default can be set in the **Audit Settings** view.
- **Automated scanning** updates scanned SKUs to **YES** automatically.
- You can enable this setting in the **Access Rights** view under **"Disable Manual Audit".**

## **Advanced Filter Options for SKUs in the Expiries Module**

We've added advanced filter options to help identify missing or incorrect data in the **Expiry Audit** module.

Field reps can now filter entries with the following options:

- **Show All**
- **Show Unaudited Data**
- **Show Missing Data**
- **Show Incorrect Data**
- **Show Nearest Expiries**

This makes it quicker to spot issues without scrolling through all entries. Plus, the **Summary** view has been removed for a cleaner interface.

![Screenshot_20250202-161934_Shelvz-20250202-142709.jpg](media://f29348bd-8bb9-488f-82d3-c06a3e9e89b7)

## **User Limits and Licenses Page for Better Budget Control**

We've introduced a user limit per role to help you better manage your budget. With the new **Licenses** page under **Subscription Management**, you can easily track the maximum number of allowed users and see the active ones, all in one place.

![Screen Shot 2025-02-02 at 14.10.56-20250202-121057.png](media://0eb5ec1e-868f-4cb1-9e47-45da19b493df)

## **Improved Subject Lines for Scheduled Emails**

We've updated **scheduled** **emails** to automatically match the **subject** **lines** with the **names** defined in your settings. This helps you customize them for better email management and identification.

![Screen Shot 2025-02-02 at 10.00.04-20250202-080252.png](media://318d3ce2-5f3a-423b-a1df-1618e57cd440)

![Screen Shot 2025-02-02 at 10.02.31-20250202-080236.png](media://c1ffcca8-f535-4267-ae1d-4ccc0e4bc465)

## **Adhoc Survey Assignment for Specific Field Reps**

You can now assign **adhoc** **surveys** to specific field reps to control who can access and answer them. A new **Users** tab has been added to the survey settings, allowing you to assign and manage users easily.

![Screen Shot 2025-02-02 at 10.51.32-20250202-085133.png](media://44e573d2-5fca-450f-aa21-e539a5bf219e)

## **Team-Specific Data Access in Survey Reports**

You will now only have access to data related to your team, improving visibility for team-specific reports. This update applies to the **Summary, Charts, Statistics**, **Images**, and **Answered Surveys **reports in both the **Visit Survey** and **Adhoc Surveys** modules.

## **Visit Duration Visibility Control in Reports**

You can now choose to hide visit durations in the **Call Plan** and **Coverage** reports. This can be enabled through the **"Hide Visit Durations from Coverage & Call Plan Reports"** tag in the **Access Rights** view, giving you more control over the information displayed in your reports.

## **Calendar Access Permissions for Admins**

We've enhanced the security of the **calendar **view. Now, with the updated settings, admins can have view-only access to ensure your calendar stays exactly as you set it. 

Looking to make changes? This can be enabled through the **"Add/Edit/Delete Calendar"** tag in the **Access Rights** view, allowing only designated admins with specific permissions to add, update, or delete calendar entries, keeping your schedule management controlled.

## **Improved User Management Permissions in the Employees' View**

User management in the **Employees** view is now more flexible with separate access rights for adding, editing, deactivating users, and resetting device IDs. These permissions can be managed through the **"Add Users"**, **"Edit Users"**, **"Deactivate Users"**, and **"Reset Device ID"** tags in the **Access Rights** view.

## **New Controls for Editing Branch Details**

Admins can now view branch details with restricted editing access in the **Branches Data Bank** view.

- The **settings** **icon** will only appear for admins with the **"Edit Branch Info"** tag enabled in the **Access Rights** view.
- The **GPS** **location** can be modified separately by admins with the **"Edit Branch Coordinates from Grid"** tag enabled, without affecting other branch details.

These improvements provide more flexibility in managing branch data.

## **Start & End Time Requirements for Visit Types**

You can now make **start** and **end** **times** mandatory for specific **visit** **types** with a new setting in the Visit Type setup. When enabled, these fields will be required when creating visit requests or adding visits.

![Screen Shot 2025-01-31 at 16.11.08-20250202-064647.png](media://07f7a937-c406-498f-9487-b6ee6e0eea43)

## **Visit Types Exclusion from Coverage Reports and Charts**

You can now control which **visit** **types** appear in **Coverage Reports **and** Charts** with a new setting in the Visit Type setup. When enabled, visits of that type will be excluded from totals and calculations, keeping your reports focused on relevant data.

![Screen Shot 2025-01-31 at 16.11.08-20250131-141130.png](media://d24cd45d-7ccf-4053-915e-65f9aeb3d2f7)

## **Reason Filter Added to the Promotion Summary Report**

A new **Reason** filter has been added to the **Promotion Summary Report**. It adapts based on the selected status, showing relevant reasons when you choose **Built** or **Not-Built**, making it simpler to filter and analyze your data.

![Screen Shot 2025-02-02 at 09.20.36-20250202-072100.png](media://09ec5317-03d4-453c-af52-736decabb456)

## **User Details Added to Key Reports**

You can now see user details in 3 reports: **Share of Shelf Grouped Report, Stock Count Data Bank,** and **Expiry Data Bank, **providing better visibility into who performed each action for improved data tracking.


> Macro (excerpt)
> 
> Stay on top of performance with the new KPI overview, track user limits per role, and assign adhoc surveys to the right field reps. Enhance data accuracy with automated SKU updates, advanced expiry filters, and scheduled emails that align with your settings.