> ## Documentation Index
> Fetch the complete documentation index at: https://support.caleido.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Set the report date range

> Set the date range for actuals and budget on a report, use preset periods, create rolling views and link budget dates to actuals.

The date picker controls the date range of a report, separately for actuals and budget. You can set dates manually, use preset periods, or build rolling views that update automatically as time passes.

## Quick guide

The video below walks you through the date picker. It was recorded in an earlier version of Caleido, but the picker works the same way.

[Loom video player](https://www.loom.com/embed/b682615d27ec4f85b2c4cdd94a83c102)

## Open the date picker

The report's top bar has two date chips:

* **Act** shows the actuals date range
* **Bud** shows the budget date range

Click a chip to open the date picker for that ledger. Each report element in a workbook keeps its own date range.

## Show or hide actuals or budget

Use the **Actuals** or **Budget** switch at the top of the picker to show or hide that ledger on the report. The change is saved immediately, without clicking **Apply**.

## Set dates manually

The picker has a **Start date** and an **End date** field.

* Type a date or pick it from the calendar
* Click **−** to move the date one month back, or **+** to move it one month forward

Click **Apply** to update the report, or **Cancel** to close without changes. You can also press Enter twice to apply.

## Use preset periods

The tabs in the middle of the picker set the dates for you:

* **Period** sets both the start and the end date. Choose **Previous**, **Current** or **Next**, then the length: **D** (day), **W** (week), **M** (month), **Q** (quarter), **H** (half-year) or **Y** (year). Under **Current** you also find **T3M**, **T6M** and **TTM** (trailing 3, 6 and 12 months) and **YTD** (year to date)
* **Start** sets only the start date, for example the start of the previous quarter
* **End** sets only the end date, for example the end of the previous month
* **Link** ties the dates to the other ledger, see [Link budget dates to actuals](#link-budget-dates-to-actuals)

Hover over a preset to preview the dates it gives.

![Period tab of the date picker with Previous and M selected, setting the range to the previous month](https://mintcdn.com/caleidooy/IvKtnCOQbM9eEABG/images/date-picker-previous-tab-1.png?fit=max\&auto=format\&n=IvKtnCOQbM9eEABG\&q=85\&s=0a46d3938a81f8e7c7c48fe5413da069)

## Rolling dates

When you use a preset, the **Rolling date** checkbox at the bottom of the picker is selected and a clock icon appears next to the date. Rolling dates move automatically with today's date.

For example, with **Previous** and **M**, the report always shows the previous month. When a new month starts, the report moves forward by itself.

To use fixed dates instead, clear the **Rolling date** checkbox and click **Apply**. The dates stay as they are now and no longer move.

![End tab of the date picker with Previous and Q selected, Rolling date checked and clock icons next to the dates](https://mintcdn.com/caleidooy/IvKtnCOQbM9eEABG/images/Date-picker-end-tab.png?fit=max\&auto=format\&n=IvKtnCOQbM9eEABG\&q=85\&s=0d058c50cd004c5d8f8f384170cf75b3)

## Link budget dates to actuals

You can tie the budget dates to the actuals dates, so the two always fit together.

* **Full link:** on the **Link** tab, choose **Actuals**. The budget then uses exactly the same dates as actuals. This is useful for budget vs. actuals comparisons
* **Partial link:** on the **Start** tab, **Start Act** starts the budget where actuals start, and **End Act +1d** starts the budget the day after actuals end. On the **End** tab, **End Act** ends the budget where actuals end

A typical use is a rolling forecast:

1. Set actuals to end at the end of the previous month, with **Rolling date** selected.
2. Open the **Bud** picker and, on the **Start** tab, choose **End Act +1d**.
3. On the **End** tab, choose for example **Current** and **Y** to end the forecast at the end of the current year.
4. Click **Apply**.

When a new month starts, actuals move forward by one month and the forecast starts one month later.

![Budget date picker with the start date linked to End Act +1d and the end date set to 31.12.2026](https://mintcdn.com/caleidooy/IvKtnCOQbM9eEABG/images/Date-picker-link-budget-start-actual-end.png?fit=max\&auto=format\&n=IvKtnCOQbM9eEABG\&q=85\&s=37ede410ca1e8c4ca55aec53ee66c2ad)

You can set dates the same way for individual columns in the column settings. See [Set up report columns](https://support.caleido.io/guides/reporting/columns.md).


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