DEAP · How-to guideGenerally available
Analyze trial balance
7 steps to analyze trial balance with SSOT validation and lifecycle controls.
- Audience
- Administrator, Operator, Risk and compliance
- Owner
- DEAP SSOT product documentation
- Last reviewed
- Oct 12, 2026
- Reading time
- 14 min
Steps
- 01
Goal
- Analysis goalRequired
- Helper
- 02
Scope
- Legal entity idRequired
- Helper
- Ledger scope modeRequired
- Helper
- Ledger id
- Helper
- Ledger set id
- Helper
- Accounting basis idRequired
- Helper
- 03
Time
- Period idRequired
- Helper
- Custom date mode
- Helper
- As of date
- Helper
- Comparison context
- Helper
- Presentation currency modeRequired
- Helper
- Presentation currency
- Helper
- 04
Focus
- Account scopeRequired
- Helper
- Account code from
- Helper
- Account code to
- Helper
- Account ids
- Helper
- Account types
- Helper
- Dimension modeRequired
- Helper
- Dimension id
- Helper
- Dimension values
- Helper
- Secondary dimension id
- Helper
- 05
Presentation
- Include zero balancesRequired
- Helper
- Include inactive accountsRequired
- Helper
- Include closing entriesRequired
- Helper
- Detail levelRequired
- Helper
- Column profileRequired
- Helper
- 06
Preflight
- PreflightRequired
- Helper
- ReviewRequired
- Helper
- 07
Handoff
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