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# Financial Transactions By Months on Created Date


# Financial Transactions By Months

This help document will demonstrate how to view, filter and download your service's financial transactions by months on created date. 

### When would I use this report?

The **Financial Transactions by Months on created date** report will assist you with viewing the **total amount per month**  for all transaction types entered within the selected financial year/per service including:
* All transaction types
* Monthly transactions totals per centre
This report is able to be exported and refined to suit the service's needs and display desired details. 
The report includes a unique identifier to allow you to cross-reference across multiple reports.

### Where can you find this report?

1. Select the Reports Screen
2. Under the Financial report section, select the **Financial Transactions (by Transaction Months) on created date** Report
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_httv66.png)

### What will this report show?

The information displayed on this report includes:

| Column | Heading | Description |
| ---- |
| A | Transaction Category | Displays the name of the **individual transaction type total** that has been added per centre/ per month eg. Booking Fee, Misc. Charges, CCS Rebate, Direct Debit, Gap Fee Discount etc. |
| B | Jul($) | Displays the total added/transferred for **July** for the service. |
| C | Aug($) | Displays the total added/transferred for **August** for the service. |
| D | Sep($) | Displays the total added/transferred for **September** for the service. |
| E | Oct($) | Displays the total added/transferred for **October** for the service. |
| F | Nov($) | Displays the total added/transferred for **November** for the service. |
| G | Dec($) | Displays the total added/transferred for **December** for the service. |
| H | Jan($) | Displays the total added/transferred for **January** for the service. |
| I | Feb($) | Displays the total added/transferred for **February** for the service. |
| J | Mar($) | Displays the total added/transferred for **March** for the service. |
| K | Apr($) | Displays the total added/transferred for **April** for the service. |
| L | May($) | Displays the total added/transferred for **May** for the service. |
| M | Jun($) | Displays the total added/transferred for **June** for the service. |
| N | Total($) | Displays the **total** transaction amounts for the financial year. |
| O | Centre | Displays the name of the centre the transaction is linked to. |
| P | Provider | Displays the name of the provider the transaction is linked to. |
| Q | Organisation ID | Displays ID of the organisation the transaction is linked to. |
| R | Provider ID | Displays the ID of the provider the transaction is linked to. |
| S | Centre ID | Displays the ID of the centre the transaction is linked to. |
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1fk8vz2.png)

### How would I use this report?

The children report can be exported out to **excel** or **csv** formats as well as **filtered**. 

###### Filtering the report

To refine the details listed,
1. Select the **provider** 
2. The **centre/s**
3. Select the **financial year**
4. Select **search** to apply the filters
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_o8vzki.png)

###### To export the report,

1. Select the **report type** you would like to view, you can select the report format either **excel** or ** csv**
![](https://storage.crisp.chat/users/helpdesk/website/5dcba586b1ba9400/image_1aihtlh.png)


|| To view all Financial reports see: [Help Page - Financial Reports](https://help.xap.rocks/en/article/help-page-financial-reports-guides-and-videos-12csett/)