diff --git a/src/components/PeriodicReports/FinancialReportCheckList.tsx b/src/components/PeriodicReports/FinancialReportCheckList.tsx
new file mode 100644
index 0000000000..db5fc31808
--- /dev/null
+++ b/src/components/PeriodicReports/FinancialReportCheckList.tsx
@@ -0,0 +1,82 @@
+import {
+  Checkbox,
+  IconButton,
+  List,
+  ListItem,
+  ListItemIcon,
+  ListItemSecondaryAction,
+  ListItemText,
+} from '@material-ui/core';
+import { EditOutlined } from '@material-ui/icons';
+import React, { useMemo } from 'react';
+import { useNavigate } from 'react-router';
+import { ProjectOverviewFragment } from '../../scenes/Projects/Overview/ProjectOverview.generated';
+import {
+  EditableProjectField,
+  UpdateProjectDialog,
+} from '../../scenes/Projects/Update';
+import { Many } from '../../util';
+import { useDialog } from '../Dialog';
+
+export const FinancialReportCheckList = ({
+  project,
+}: {
+  project: ProjectOverviewFragment;
+}) => {
+  const [editState, editField, fieldsBeingEdited] =
+    useDialog<Many<EditableProjectField>>();
+  const navigate = useNavigate();
+
+  const checkList = useMemo(() => {
+    const result = [];
+    result.push({
+      label: `Define the project's date range`,
+      checked: !!project.mouRange.value.start && !!project.mouRange.value.end,
+      action: () => editField('mouRange'),
+    });
+    result.push({
+      label: 'Add a managing partner',
+      checked: project.partnerships.total > 0,
+      action: () => navigate('../../partnerships'),
+    });
+    result.push({
+      label: `Set the managing partner's reporting frequency`,
+      checked: !!project.financialReportPeriod.value,
+      action: () => navigate('../../partnerships'),
+    });
+    return result;
+  }, [editField, navigate, project]);
+
+  return (
+    <>
+      <List>
+        {checkList.map((item, index) => (
+          <ListItem
+            key={`check-list-${index}`}
+            disabled={item.checked}
+            dense
+            button
+            onClick={item.action}
+          >
+            <ListItemIcon>
+              <Checkbox edge="start" checked={item.checked} />
+            </ListItemIcon>
+            <ListItemText primary={item.label} />
+            {!item.checked && (
+              <ListItemSecondaryAction>
+                <IconButton edge="end" aria-label="edit">
+                  <EditOutlined />
+                </IconButton>
+              </ListItemSecondaryAction>
+            )}
+          </ListItem>
+        ))}
+      </List>
+      <UpdateProjectDialog
+        {...editState}
+        project={project}
+        editFields={fieldsBeingEdited}
+      />
+    </>
+  );
+};
diff --git a/src/components/PeriodicReports/PeriodicReportCard.tsx b/src/components/PeriodicReports/PeriodicReportCard.tsx
index 03692e51bf..3766679433 100644
--- a/src/components/PeriodicReports/PeriodicReportCard.tsx
+++ b/src/components/PeriodicReports/PeriodicReportCard.tsx
@@ -69,10 +69,18 @@ export interface PeriodicReportCardProps {
   dueNext?: SecuredPeriodicReportFragment;
   disableIcon?: boolean;
   hasDetailPage?: boolean;
+  metRequirement?: boolean;
 }
 
 const PeriodicReportCardInContext = (props: PeriodicReportCardProps) => {
-  const { type, dueCurrently, dueNext, disableIcon, hasDetailPage } = props;
+  const {
+    type,
+    dueCurrently,
+    dueNext,
+    disableIcon,
+    hasDetailPage,
+    metRequirement = true,
+  } = props;
   const classes = useStyles();
 
   const currentFile = dueCurrently?.value?.reportFile;
@@ -119,63 +127,76 @@ const PeriodicReportCardInContext = (props: PeriodicReportCardProps) => {
             <Typography color="initial" variant="h4" paragraph>
               {`${type} Reports`}
             </Typography>
-            <div className={classes.relevantReports}>
-              <ReportInfo
-                title="Current"
-                report={dueCurrently}
-                className={classes.relevantReport}
-              />
-              <Divider orientation="vertical" flexItem variant="middle" />
-              <ReportInfo
-                title="Next"
-                report={dueNext}
-                className={classes.relevantReport}
-              />
-            </div>
+            {metRequirement ? (
+              <div className={classes.relevantReports}>
+                <ReportInfo
+                  title="Current"
+                  report={dueCurrently}
+                  className={classes.relevantReport}
+                />
+                <Divider orientation="vertical" flexItem variant="middle" />
+                <ReportInfo
+                  title="Next"
+                  report={dueNext}
+                  className={classes.relevantReport}
+                />
+              </div>
+            ) : (
+              <div>
+                <Typography variant="body2">
+                  Not all requirements have been met
+                </Typography>
+                <Typography variant="body2">
+                  Click here to view remaining list
+                </Typography>
+              </div>
+            )}
           </div>
         </CardActionAreaLink>
-        <CardActions>
-          <ButtonLink color="primary" to={link}>
-            View Reports
-          </ButtonLink>
-          {needsUpload ? (
-            <Tooltip
-              title={
-                <>
-                  Upload report for <ReportLabel report={dueCurrently} />
-                </>
-              }
-            >
-              <Button color="primary" onClick={openFileBrowser}>
-                Upload Report
-              </Button>
-            </Tooltip>
-          ) : currentFile?.value ? (
-            hasDetailPage ? (
-              <ButtonLink
-                color="primary"
-                to={`${link}/${dueCurrently!.value!.id}`}
-              >
-                View Report
-              </ButtonLink>
-            ) : (
+        {metRequirement && (
+          <CardActions>
+            <ButtonLink color="primary" to={link}>
+              View Reports
+            </ButtonLink>
+            {needsUpload ? (
               <Tooltip
                 title={
                   <>
-                    Preview report for <ReportLabel report={dueCurrently} />
+                    Upload report for <ReportLabel report={dueCurrently} />
                   </>
                 }
               >
-                <Button
-                  color="primary"
-                  onClick={() => openFilePreview(currentFile.value!)}
-                >
-                  Preview Report
+                <Button color="primary" onClick={openFileBrowser}>
+                  Upload Report
                 </Button>
               </Tooltip>
-            )
-          ) : null}
-        </CardActions>
+            ) : currentFile?.value ? (
+              hasDetailPage ? (
+                <ButtonLink
+                  color="primary"
+                  to={`${link}/${dueCurrently!.value!.id}`}
+                >
+                  View Report
+                </ButtonLink>
+              ) : (
+                <Tooltip
+                  title={
+                    <>
+                      Preview report for <ReportLabel report={dueCurrently} />
+                    </>
+                  }
+                >
+                  <Button
+                    color="primary"
+                    onClick={() => openFilePreview(currentFile.value!)}
+                  >
+                    Preview Report
+                  </Button>
+                </Tooltip>
+              )
+            ) : null}
+          </CardActions>
+        )}
         <DropOverlay report={dueCurrently} show={isDragActive} />
         <input {...getInputProps()} name="report_file_uploader" />
       </Card>
diff --git a/src/components/PeriodicReports/PeriodicReportsList.tsx b/src/components/PeriodicReports/PeriodicReportsList.tsx
index 4946774c5d..3502194ca3 100644
--- a/src/components/PeriodicReports/PeriodicReportsList.tsx
+++ b/src/components/PeriodicReports/PeriodicReportsList.tsx
@@ -26,12 +26,14 @@ export const PeriodicReportsList = ({
   breadcrumbs = [],
   pageTitleSuffix,
   reports,
+  children,
   onRowClick,
 }: {
   type: ReportType;
   breadcrumbs?: ReactNode[];
   pageTitleSuffix?: string;
   reports?: readonly PeriodicReportFragment[];
+  children?: ReactNode;
   onRowClick?: (rowData: ReportRow) => void;
 }) => {
   const classes = useStyles();
@@ -52,7 +54,11 @@ export const PeriodicReportsList = ({
           {reportTypeName}
         </Typography>
 
-        <PeriodicReportsTable data={reports} onRowClick={onRowClick} />
+        {children ? (
+          children
+        ) : (
+          <PeriodicReportsTable data={reports} onRowClick={onRowClick} />
+        )}
       </main>
     </div>
   );
diff --git a/src/scenes/Projects/Overview/ProjectOverview.graphql b/src/scenes/Projects/Overview/ProjectOverview.graphql
index 30d330b3a8..92ebbf7b7b 100644
--- a/src/scenes/Projects/Overview/ProjectOverview.graphql
+++ b/src/scenes/Projects/Overview/ProjectOverview.graphql
@@ -89,6 +89,13 @@ fragment ProjectOverview on Project {
   changeRequests {
     ...ProjectChangeRequestSummary
   }
+  financialReports {
+    total
+    canRead
+  }
+  financialReportPeriod {
+    value
+  }
 }
 
 query ProjectEngagementListOverview(
diff --git a/src/scenes/Projects/Overview/ProjectOverview.tsx b/src/scenes/Projects/Overview/ProjectOverview.tsx
index 25fb57b6d1..94275014c6 100644
--- a/src/scenes/Projects/Overview/ProjectOverview.tsx
+++ b/src/scenes/Projects/Overview/ProjectOverview.tsx
@@ -496,6 +496,10 @@ export const ProjectOverview: FC = () => {
                   projectOverviewData?.project.currentFinancialReportDue
                 }
                 dueNext={projectOverviewData?.project.nextFinancialReportDue}
+                metRequirement={
+                  projectOverviewData?.project.financialReports.canRead &&
+                  projectOverviewData.project.financialReports.total > 0
+                }
               />
             </Grid>
             <Grid item xs={12} md={6}>
diff --git a/src/scenes/Projects/Reports/ProjectReports.graphql b/src/scenes/Projects/Reports/ProjectReports.graphql
index 8f2c766071..c8dc8cee5b 100644
--- a/src/scenes/Projects/Reports/ProjectReports.graphql
+++ b/src/scenes/Projects/Reports/ProjectReports.graphql
@@ -6,6 +6,9 @@ query NarrativeReports($projectId: ID!, $changeset: ID) {
         ...PeriodicReport
       }
     }
+    mouRange {
+      ...securedDateRange
+    }
   }
 }
 
@@ -16,6 +19,10 @@ query FinancialReports($projectId: ID!, $changeset: ID) {
       items {
         ...PeriodicReport
       }
+      canRead
+    }
+    mouRange {
+      ...securedDateRange
     }
   }
 }
diff --git a/src/scenes/Projects/Reports/ProjectReports.tsx b/src/scenes/Projects/Reports/ProjectReports.tsx
index 59760bda15..dc4e5c9f5d 100644
--- a/src/scenes/Projects/Reports/ProjectReports.tsx
+++ b/src/scenes/Projects/Reports/ProjectReports.tsx
@@ -2,8 +2,10 @@ import { useQuery } from '@apollo/client';
 import React from 'react';
 import { ReportType } from '../../../api';
 import { Error } from '../../../components/Error';
+import { FinancialReportCheckList } from '../../../components/PeriodicReports/FinancialReportCheckList';
 import { PeriodicReportsList } from '../../../components/PeriodicReports/PeriodicReportsList';
 import { ProjectBreadcrumb } from '../../../components/ProjectBreadcrumb';
+import { ProjectOverviewDocument } from '../Overview/ProjectOverview.generated';
 import { useProjectId } from '../useProjectId';
 import {
   FinancialReportsDocument,
@@ -18,6 +20,12 @@ export const ProjectReports = ({ type }: { type: ReportType }) => {
       variables: { projectId, changeset: changesetId },
     }
   );
+  const { data: projectOverviewData } = useQuery(ProjectOverviewDocument, {
+    variables: {
+      input: projectId,
+      changeset: changesetId,
+    },
+  });
 
   if (error) {
     return (
@@ -36,6 +44,12 @@ export const ProjectReports = ({ type }: { type: ReportType }) => {
       reports={data?.project.reports.items}
       breadcrumbs={[<ProjectBreadcrumb data={data?.project} />]}
       pageTitleSuffix={data?.project.name.value ?? 'A Project'}
+      children={
+        type === 'Financial' &&
+        projectOverviewData?.project.financialReports.total === 0 ? (
+          <FinancialReportCheckList project={projectOverviewData.project} />
+        ) : null
+      }
     />
   );
 };