This is the whole of it. Nothing is sent unless you press a button, and nothing has been sent to make it.
Copy it and paste it wherever you are reporting. There is no automatic channel, and there will not be one — a report that sends itself is telemetry with a friendlier name.
Munshi ji reads the statements you already have
A CAS, a tradebook, a holdings file, a tax P&L — and nothing leaves this device
Add to your portfolio
One place for everything, whether it comes from a file or from memory
Everything else
The screens you open on purpose rather than every day