Go to the "filter" tab and fill out your search criteria and hit "run search"

From here, go back to your "filter" tab and click on "save search"

Fill out all of the criteria and be sure to select the "add a recipient" tab to add a client to that saved search

Hit the blue "save" button and you're good to go.

Hover your mouse on the left hand side of the screen and click "searches"

From here, click on the little notepad and pencil icon on the saved search of your choosing

Be sure to hit the "add a recipient" tab to add a client to that saved search