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 main toolbar, click My WAS (or from the Business Tools menu, select My WAS).

To exclude Business Supplies & Personal Use in WAS Totals

Business Supplies and Personal Use type of invoices will automatically have a checkmark in the Business Supplies or Personal Use column. To exclude the amounts from these invoice types from the  Sales Total, from the toolbar, click  . Uncheck Include Business Supplies / Personal Use in Sales Total, then click OK to save and close.

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Use Option 1 if your director uses Boulevard and wants to import your Weekly Accomplishment file directly into their Boulevard program. You must also connect your email in Boulevard before proceeding.

Option 1: Create the WAS file & Automatically attach it 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 must be manually attached to the Outlook email message that automatically pops up.

1. On the Weekly Accomplishment toolbar, click or to select the week to export. Alternatively, click next to  and select the date range from the drop-down list (if Custom is chosen, enter the applicable range, then click   OK  .)

   

2. Once the applicable date range has been set, click   to open the Export WAS pop-up.
3. In the Send To section, choose either Email: My Director, Email: Adopted Director, or Email: Both Directors. 

   

4. Use the Next Week's Goals area to record your plans for next week and select whether to include Dovetail / Other (i.e., shipping, etc.) or Business Supplies / Personal Use.

   

5. When finished, click   OK  .
6. Once the email launches, add a message, then click .
7. Once the email has been sent, click  OK  to acknowledge that the email was successfully sent.

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Use Option 2 if you do not have your email set up in Boulevard and want to manually attach the XML file to an email message. Your director must also use Boulevard, as this file will be imported into their Boulevard application.

Option 2: Create the WAS File & Manually Attach it 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 or to select the week to export. Alternatively, click next to  and select the date range from the drop-down list (if Custom is chosen, enter the applicable range, then click   OK  .)

   

2. Once the applicable date range has been set, click   to open the Export WAS pop-up.
3. In the Send To section, choose File. 

   

4. Use the Next Week's Goals area to record your plans for next week and select whether to include Dovetail / Other (i.e., shipping, etc.) or Business Supplies / Personal Use.

   

5. When finished, click   OK  .
6. Click  OK  to acknowledge that the WA_DATA file was saved to your desktop. Then, manually attach the file to an email and send it to your director.

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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 should not be used for tax reporting. Instead, see Year-End: Gross Receipts (Personal Sales).

1. On the Weekly Accomplishment toolbar, click or to select the week to export. Alternatively, click next to  and select the date range from the drop-down list (if Custom is chosen, enter the applicable range, then click   OK  .)

   

2. Once the applicable date range has been set, click   to open the Export WAS pop-up.
3. In the Send To section, if you want to print it (instead of PDF) and want to print more than one copy, enter the number in the Copies field.

   

4. Use the Next Week's Goals area to record your plans for next week and select whether to include Dovetail / Other (i.e., shipping, etc.) or Business Supplies / Personal Use.

   

5. When finished, click   OK  .
6. From the preview window, click  to print (or  to export as a pdf). View
7. From the PDF Export Options form, click   OK  .
8. 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 Sales (less tax) columns. If any discounts were applied to the retail items invoiced, they will appear under the All Other Discounts column.