You can update a company's reporting size directly in the Compliance Database.

Steps to update the company reporting size

1. Open the relevant client/dataset.
2. Go to Compliance > Client Details.
3. Select Key Information.
4. Locate the Company Reporting Size field.
5. Select the appropriate category from the three available options:
   • Small
   • Medium
   • Large
6. Save your changes.

The selected reporting size will determine the company's size category in Bright AP.