The following applies if you are using a version of the software before Update 37. For the latest information, see Create the dashboard and make it available to selected users.
Before Update 37, there is no box to select the dashboard type. Instead:
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We want to make a dashboard that is available from a tag's Action menu and not a home screen, so leave Home screen unchecked.
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Select View in modal to display the dashboard in a pop-up window rather than using the whole screen.