Print or Export the Weekly Accomplishment Sheet

The Weekly Accomplishment Sheet can be emailed, printed, or exported in various formats. You can choose whether or not to Include personal use, and the Year-to-Date totals on the WAS will reflect the option you select. 

Important Note: As with Mary Kay^®, we strongly recommend using the Weekly Accomplishment Sheet for unit recognition only. The Year-End: Gross Receipts (Personal Sales) should be used for tax purposes.

To access the My WAS form, from the Business Tools menu, select My WAS (or from the Reports - Tools group on the main toolbar, click My WAS).

To exclude Personal Use in WAS Totals:

Personal Use type of invoices will have a checkmark in the Personal Use? column. Follow the steps below if you would like to exclude Personal Use invoice sale types from the Weekly Accomplishment Sheet totals before following Options 1 or 2 below.

1. From the toolbar, click  and uncheck Include Personal Use in Sales Total. View
2. Click OK to save and close.

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Use Option 1 if your director uses Boulevard and she wants to import your Weekly Accomplishment file directly into her Boulevard program, and you already have your email set up in Boulevard.

Option 1: Create the WAS file & Automatically attach to an email 

Note: You must have your email set up in Boulevard before proceeding. If you send email messages directly from Boulevard, the email message form will display with the data file attached. If you use a desktop email client such as Outlook, the data file will be placed on your Desktop and will need to be manually attached to the Outlook email message that automatically pops up.

1. On the Weekly Accomplishment toolbar, click next to  and select the date range from the drop-down list (if Custom is chosen, enter the applicable range, then click   OK  .) View
2. Once the applicable date range has been set, click  and choose Email from the drop-down menu options. View
3. Use the Next Week's Goals area to record your plans for next week and select whether or not to Include Personal Use or Dovetail/Other (i.e. shipping, etc.). View
4. In the Send To section, choose either Email: My Director, Email: Adopted Director, or Email: Both Directors, then click   OK  .

Use Option 2 if your director also uses Boulevard, and they would like to import your Weekly Accomplishment file directly into their program, but you do not have your email set up in Boulevard and would like to manually attach the XML file to an email message.

Option 2: Create the WAS File & Manually Attach to an Email

Note: The data file (WA_DATA_YOUR_NAME_YYYY-MM-DD_HHMMSS.XML) will be placed on your Desktop and will need to be manually attached to an email message.

1. On the Weekly Accomplishment toolbar, click next to  and select the date range from the drop-down list (if Custom is chosen, enter the applicable range, then click   OK  .) View
2. Once the applicable date range has been set, click  and choose File from the drop-down menu options. View
3. Use the Next Week's Goals area to record your plans for next week and select whether or not to Include Personal Use or Dovetail/Other (i.e. shipping, etc.), then click   OK  . View
4. Click     OK    acknowledging that the file was saved on your desktop and can be attached to an email to send to your Director. View

Use Option 3 if your director does not use Boulevard or you'd like to have a printed or pdf copy for your records.

Option 3: Print or PDF the WAS form 

Important Notes: The Weekly Accomplishment Sheet is not a complete summary for income tax or accounting purposes and therefore should not be used for tax reporting. Instead, see Year-End: Gross Receipts (Personal Sales).

1. On the Weekly Accomplishment toolbar, click next to  and select the date range from the drop-down list (if Custom is chosen, enter the applicable range, then click   OK  .) View
2. Once the applicable date range has been set, click  and choose Print from the drop-down menu option. View
3. Use the Next Week's Goals area to record your plans for next week and select whether or not to Include Personal Use or Dovetail/Other (i.e. shipping, etc.), then click   OK  . View
4. From the preview window, click  to print (or  to export as a pdf). View
5. From the PDF Export Options form, click   OK  .
6. Navigate to where you would like the file to be saved (we recommend your desktop), then click  Save .

   Tip:  By default, the file will be named Weekly Accomplishment Sheet.pdf. We recommend adding your name and the date range of the information included.

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Additional Information:

Note: The retail cost of items will appear in the Reorder column. If any discounts were applied to the retail items invoiced, they will appear under the Gift Section 1 column.