Summarizing within a table

I have an application with hierarchical tasks in one table. This tasks table is a child to a parent projects table. Each task will have various types of costs like labor, materials, etc. There would be one Level 1 task (top level), decomposed to many Level 2 tasks, and each Level 2 task could be decomposed into many Level 3 tasks, and so on. I would like to be able to roll up costs for each level into a summarized table report that shows cost categories (labor, materials, etc.) as columns and Levels as rows (Level 1, Level 2, etc.).

It isn't an option to set up one table for each task level with a lineage of one to many relationships because the number of levels can vary for each project. I was able to create separate summary reports for each level, where the report prompts the user for the level they wish to see, but I'm stumped on how to create one report that consolidates all levels at once, plus grand totals by column and row.

It would be helpful if the report design did not use the Quick Base summary table format because ideally I'd like to be able to export the report to Excel, but if a summary report is the only way to do this, then I'll live with that.

Any suggestions on how to do this?

Thank you.

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Paul Streit
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