Thanks Zachary — appreciate the suggestion.

The export-to-Excel/CSV and to SQL part is already sorted on our side. The main challenge we’re facing is specifically around Tasks data. Laserfiche Forms currently allows scheduled reporting for Instances, but there is no equivalent scheduled reporting capability for Tasks, which prevents us from building a complete operational dashboard.

So while your approach works well for Instances, it doesn’t solve the Tasks visibility gap, which is critical for SLA, workload, and team performance KPIs.

If there is a supported way (or workaround) to extract Tasks-level data in a similar scheduled or automated way or SQL directly, that’s what we’re really trying to solve.

Sorry this one got away from me.  Pull each completed Task will produce a lot of rows so I went with the completed instance date but you can always tweak as you need.  I think this should get you what you are looking for: 

SELECT
    [Process Name], [Instance name], [Task], [Status], [Started by],
    [Assigned to], [Assigned to (username)], [Assigned to (email)],
    [Due date], [Last assigned date], [Completion date], [Action],
    [Start date], [Instance ID]
FROM (

    /* ---------- OPEN TASKS ---------- */
    SELECT
        instance.bp_name AS [Process Name],
        instance.title AS [Instance name],
        bp_worker_resume.step_name AS [Task],
        'Open' AS [Status],
        CASE WHEN start_user_snapshot.displayname LIKE '%WORKFLOW%' THEN 'Workflow' ELSE start_user_snapshot.displayname END AS [Started by],
        CASE WHEN bp_worker_resume.status IN (2,5) THEN assigned_user_snapshot.displayname
             WHEN assigned_user_team_snapshot.displayname IS NULL THEN teams.name
             WHEN bp_worker_resume.status = 1 THEN assigned_user_team_snapshot.displayname END AS [Assigned to],
        CASE WHEN bp_worker_resume.status IN (2,5) THEN assigned_user_snapshot.username
             WHEN assigned_user_team_snapshot.displayname IS NULL THEN team_users.username
             WHEN bp_worker_resume.status = 1 THEN assigned_user_team_snapshot.username END AS [Assigned to (username)],
        CASE WHEN bp_worker_resume.status IN (2,5) THEN assigned_user_snapshot.email
             WHEN assigned_user_team_snapshot.displayname IS NULL THEN team_users.email
             WHEN bp_worker_resume.status = 1 THEN assigned_user_team_snapshot.email END AS [Assigned to (email)],
        bp_worker_resume.due_date AS [Due date],
        bp_worker_resume.assign_date AS [Last assigned date],
        CAST(NULL AS datetime) AS [Completion date],
        CAST(NULL AS nvarchar(200)) AS [Action],
        instance.start_date AS [Start date],
        instance.bp_instance_id AS [Instance ID]
    FROM dbo.cf_bp_main_instances AS instance
    LEFT OUTER JOIN dbo.cf_user_snapshot AS start_user_snapshot ON start_user_snapshot.id = instance.user_snapshot_id
    LEFT OUTER JOIN dbo.cf_bp_worker_instances AS bp_worker ON bp_worker.bp_instance_id = instance.bp_instance_id
    LEFT OUTER JOIN dbo.cf_bp_worker_instnc_to_resume AS bp_worker_resume ON bp_worker_resume.worker_instance_id = bp_worker.instance_id
    LEFT OUTER JOIN dbo.cf_bp_worker_instance_history AS bp_worker_history ON bp_worker_history.instance_id = bp_worker.instance_id AND bp_worker_history.status = 'assigned' AND bp_worker_resume.owner_snapshot_id IS NULL
    LEFT OUTER JOIN dbo.cf_user_snapshot AS assigned_user_snapshot ON assigned_user_snapshot.id = bp_worker_resume.owner_snapshot_id
    LEFT OUTER JOIN dbo.cf_user_snapshot AS assigned_user_team_snapshot ON assigned_user_team_snapshot.id = bp_worker_history.target_snapshot_id
    LEFT OUTER JOIN dbo.teams AS teams ON teams.id = bp_worker_resume.team_id AND bp_worker_resume.owner_snapshot_id IS NULL
    LEFT OUTER JOIN dbo.team_members AS team_members ON team_members.team_id = teams.id AND team_members.member_rights = 3
    LEFT OUTER JOIN dbo.cf_users AS team_users ON team_users.user_id = team_members.user_group_id
    WHERE instance.status = 1
      AND bp_worker_resume.status IN (1,2,5)
      AND bp_worker_resume.assign_date IS NOT NULL

    UNION ALL

    /* ---------- LATEST COMPLETED TASK PER INSTANCE ---------- */
    SELECT
        [Process Name], [Instance name], [Task], [Status], [Started by],
        [Assigned to], [Assigned to (username)], [Assigned to (email)],
        [Due date], [Last assigned date], [Completion date], [Action],
        [Start date], [Instance ID]
    FROM (
        SELECT
            instance.bp_name AS [Process Name],
            instance.title AS [Instance name],
            archive.step_name AS [Task],
            'Completed' AS [Status],
            CASE WHEN start_user_snapshot.displayname LIKE '%WORKFLOW%' THEN 'Workflow' ELSE start_user_snapshot.displayname END AS [Started by],
            COALESCE(completed_by.displayname, completed_team.name) AS [Assigned to],
            completed_by.username AS [Assigned to (username)],
            completed_by.email AS [Assigned to (email)],
            history.due_date AS [Due date],
            history.start_date AS [Last assigned date],
            history.finish_date AS [Completion date],
            submission.action AS [Action],
            instance.start_date AS [Start date],
            instance.bp_instance_id AS [Instance ID],
            ROW_NUMBER() OVER (PARTITION BY instance.bp_instance_id ORDER BY history.finish_date DESC) AS rn
        FROM dbo.cf_bp_main_instances AS instance
        LEFT OUTER JOIN dbo.cf_user_snapshot AS start_user_snapshot ON start_user_snapshot.id = instance.user_snapshot_id
        INNER JOIN dbo.cf_bp_worker_instances AS bp_worker ON bp_worker.bp_instance_id = instance.bp_instance_id
        INNER JOIN dbo.cf_bp_worker_instance_history AS history ON history.instance_id = bp_worker.instance_id
        LEFT OUTER JOIN dbo.cf_bp_worker_instnc_to_resume_archive AS archive ON archive.id = history.archived_worker_instnc_to_resume
        LEFT OUTER JOIN dbo.cf_user_snapshot AS completed_by ON completed_by.id = COALESCE(history.owner_snapshot_id, history.target_snapshot_id)
        LEFT OUTER JOIN dbo.teams AS completed_team ON completed_team.id = history.team_id AND history.owner_snapshot_id IS NULL AND history.target_snapshot_id IS NULL
        LEFT OUTER JOIN dbo.cf_submissions AS submission ON submission.submission_id = history.submission_id
        WHERE history.status = 'complete'
    ) AS ranked
    WHERE rn = 1

) AS subquery
ORDER BY [Start date], [Instance ID], [Status]