Build forms and reports for your spreadsheets
Forms & Reports turns your records into interactive pages that anyone can use. Build forms, dashboards, and review screens by dropping widgets onto a canvas, binding them to fields, and choosing how they’re laid out— all without touching code.
- Drag‑and‑drop layout for forms, dashboards, and reporting pages
- Connect widgets directly to your database and spreadsheet columns
- Use Inputs, tables, file uploads, charts, maps, barcode scanners and more
- Design public, internal, or group‑restricted experiences with granular permissions
- Trigger Actions, emails, and workflows on submit
Drag‑and‑drop layout
Building advanced forms and reports is as easy as dragging them onto the page and pointing them at your spreadsheet column.
Native data bindings
Connect your widgets to your spreadsheet tables by defining which columns get used for each aspect of the widget.
Rich widgets & scanners
Add barcode scanners for quick inventory, maps for location data, and charts for all those numbers. We are always adding more widgets!
Granular access & modes
Whether its a public form for registrations or an internal dashboard for monitoring day-to-day operations. Momentum has you covered.
The UI layer for Data, Analytics, AI, and Actions
Forms & Reports sits on top of your existing collections, workflows, and files—turning them into interactive frontends for internal teams, partners, and customers.
Data Management
Use Data collections as the schema behind your forms and reports. Every submission or update feeds directly into the same structured tables you already use.
- Bind fields to spreadsheet columns
- Use formulas or javascript to calculate values
- Respect row‑level permissions and history
Analytics & reporting
Turn a form‑driven record into a live report or dashboard. Drop charts, trend lines, and KPIs on top of your data so stakeholders can see impact without digging through tables.
- Build interactive dashboards on top of form data
- Slice results by filters, segments, and time ranges
- Use the same pages in periodic reporting cadences
Actions, AI & automation
Wire form events into Actions and AI workflows. When someone submits or edits a record, Momentum can validate, enrich, generate PDFs, or trigger downstream processes automatically.
- Run Actions on submit, change, or schedule
- Use AI to summarize responses or classify entries
- Generate PDF confirmations and email them immediately
From form submission to complete report
Design workflows where a single interface drives validation, approvals, documents, and reporting—all backed by your central records.
Instead of stitching together multiple tools, use one form or page to capture data, trigger automation, and present up‑to‑date reports. Momentum keeps the UI, data, and workflows in sync.
- Collect data via internal or public forms
- Validate, enrich, and store records automatically
- Generate PDFs, emails, or follow‑up tasks on submission
- Expose the same dataset in dashboards and exports
Because the same engine powers forms, reports, and automations, you avoid maintaining separate “presentation” copies of the same data in spreadsheets or one‑off tools.
A typical Forms & Reports journey
1. Build the UI
Use the visual builder to drop fields, maps, charts, and tables onto a page and bind them to one or more collections.
2. Configure rules & permissions
Define who can see or edit each section, set validation rules, and choose which Actions and notifications should run.
3. Collect & update data
Teams or external users submit or modify records through the form, with every change tracked in Data and Audit Logs.
4. Review reports & outputs
Stakeholders use the same page—or a dedicated reporting view—to see charts, maps, totals, and generated documents in real time.
How teams use Forms & Reports
Examples of how organizations turn spreadsheets into interactive forms, reports and dashboards
Field inspections & audits
Replace paper checklists and scattered files with a single, structured form.
- Capture photos, signatures, and GPS coordinates on site
- Scan asset barcodes to pull up related records instantly
- Generate PDF reports and email them to stakeholders on submission
Operations dashboards
Give operations teams a single pane of glass for status, actions, and follow‑ups.
- Create summarize and reports from spreadsheet data
- Combine tables, filters, and maps into live dashboards
- Trigger Actions from buttons to resolve or escalate items
Customer & partner portals
Expose just enough of your data and workflows to external parties, without sacrificing control.
- Build branded intake, claim, or order forms with conditional fields
- Let users upload documents that link directly to cases
- Provide read‑only reports or status dashboards per account
Put a visual interface on top of every record
Use Momentum’s Forms & Reports module to turn your database and spreadsheets into interactive applications— with drag‑and‑drop layouts, rich widgets, and automation ready to go.
Start your free trial →