The Object Class detail and Category Detail reports are very similar. Both reports display summarized monthly transaction data by OC code or Category group. Category groups are IC custom-defined groupings of OC codes. 



How to access the OC detail and Category Detail screen?


Clicking on an account's dollar amount for a commitment, obligation, accrual, or disbursement in the Account Structure screen brings you to the OC Detail screen for that account.


You can also use the top menu navigator by clicking the Actuals tab.


There are four options

  • OC Details - Rows of data will be organized by NIH wide OC code. Dollar amounts will reflect all transactions processed this FY
  • FY** - Funded OC Details - Rows of data will be organized by NIH wide OC code. Dollar amounts will be limited to transactions processed this FY but funded by current year money. Therefore this excludes all prior year funded transactions
  • Category Details - Rows of data will be organized by IC-defined OC code Categories. Dollar amounts will reflect all transactions processed this FY 
  • FY** - Funded Category Details - Rows of data will be organized by IC-defined OC code Categories. Dollar amounts will be limited to transactions processed this FY but funded by current year money. Therefore this excludes all prior year funded transactions.


What Data is Included in the OC Detail Report?


  •   FY**-funded OC details: Dollar amounts will be limited to transactions processed this FY but funded by current year money. Therefore this excludes all prior year funded transactions.
  •   OC details: Dollar amounts will reflect all transactions processed this FY regardless of funding FY




The OC Detail screen shows an account's YTD listing of commitments, obligations, accruals, or disbursements, organized by month (columns) and Object Class code (rows). These figures are summarized from official transaction expenditures and are updated every day as new data downloads. 

How to Modify the Report 


You can choose to list the amounts either by OC Code (the default) or by Allocation Category using the "Display by:" radio buttons located in the upper center of the screen.


  • Object Class codes are identifying numbers of program operating costs categorized according to the type or nature of the service involved, e.g. personnel compensation, travel, supplies or services, and equipment.

  • The Allocation category is a collection of relevant object class codes. The Allocation Categories are defined by administrative users and are IC-specific. 


To change category groups, click the Change Category Group link found under the filter menu. From the pop up use the drop-down to change category groups. 





The Dollar Type available options are commitments, obligations, obligations+commitments, accruals, or disbursements.

The show period  available options are Months, Quarters, Last Three Months

The OO/PS: available options are Other Objects, Personel Services, both