You need a field with a common value for all records of the same month and for the same year.
cMonth: YourDateField = Day ( YourDateField ) + 1 // select date as the return type
Will compute the date for the first day of the same month and year as that recorded in YourDateField
cYear:: Year ( YourDateField ) //select number as the return type
will extract the year.
Then define a single summary field that computes your total.
In a chart, you can chart the summary field, sorting your records by cMonth to get a total for each month and if you sort the records by cYear, you can get a yearly total for each year in the same chart object (But not both in the same chart).
Put the same summary field in a sub summary layout part or two and you can get a summary report with monthly and yearly totals from this one summary field.